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All responses will be treated in the strictest confidence.






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Corporate actions processing

Survey questionnaire
Rate your providers on up to 6 service elements
All responses will be treated in the strictest confidence

Receive corporate action reports from custodians

for Asset Manager
Receive reporting of corporate action events from custodians and process into back office system


Please confirm your identity to rate

Receive corporate action reports from custodians

for Broker-Dealer
Receive reporting of corporate action events from custodians and process into back office system


Please confirm your identity to rate

Receive corporate action reports from custodians

for Wealth Manager
Receive reporting of corporate action events from custodians and process into back office system


Please confirm your identity to rate

Process voluntary corporate action decisions

for Asset Manager
For corporate actions requiring a decision, ensure that this is carried out appropriately and reported back to the custodian


Please confirm your identity to rate

Process voluntary corporate action decisions

for Broker-Dealer
For corporate actions requiring a decision, ensure that this is carried out appropriately and reported back to the custodian


Please confirm your identity to rate

Process voluntary corporate action decisions

for Wealth Manager
For corporate actions requiring a decision, ensure that this is carried out appropriately and reported back to the custodian


Please confirm your identity to rate