Participants whose operations include any combination of banking, brokerage and asset management accounts pay only a single fee based on the larger of the banking, brokerage or asset management fee calculations (except for GSIBs which are assessed a flat fee of $50,000).
If you require a hardcopy signature of the Sheltered Harbor Participation Agreement then follow these simple steps:
- Review the Sheltered Harbor Operating Rules
- Download and fill in the Sheltered Harbor Participation Agreement according to your fee level (click on buttons above)
Your application will be vetted to confirm that your organization is eligible to participate with Sheltered Harbor. Upon completion of the application process, Participants will receive a welcome email with instructions on how to access the Sheltered Harbor Content Portal and other materials.