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Retail-level custody

Survey questionnaire
Rate your providers on up to 3 service elements
All responses will be treated in the strictest confidence

Retail custody accounts

Being the named custodian for the underlying clients of a wealth manager and providing retail custody accounts. Normally included in the wealth manager's client contracts or terms and conditions.


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Integration with external retail custody

Ability to provide a service where the custody for the underlying clients of the wealth manager is provided by a third party of the wealth manager's choice.


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Client-level recordkeeping

Holding full details of the underlying client in order to process trades, process income / corporate actions, process tax and report to the investor.


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