On page three of the survey, each type of service covered by the survey has a number corresponding to it (for example, brokerage services are reported under service code 1). If you sold brokerage services, in the space provided below “Service Code” in column three of Schedule A, you would enter service code 1 for brokerage services. If you check the “yes” box in Step 2, then enter the service code associated with that service on Schedule A (U.S. Reporter’s Sales of Financial Services to Unaffiliated Foreign Persons). If you check the “yes” box in Step 3, then enter the service code associated with that service on Schedule B (U.S. Reporter’s Purchases of Financial Services from Unaffiliated Foreign Persons). If you have more types of services than columns provided, simply report them on the overflow sheets provided.
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