On page three of the survey, each type of service covered by the survey has a number corresponding to it (for example, brokerage services related to equity transactions are reported under service code 1). If you sold brokerage services related to equity transactions, in the space provided below “Service Code” on Schedule A, you would enter service code 1 for brokerage services related to equity transactions. 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 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 Foreign Persons). If you have more types of services than columns provided, simply report them on the overflow sheets provided.
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