UserProvList:$VAR1 = [];






All responses will be treated in the strictest confidence.






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Mid/back office scope

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

Entire back office

for Asset Manager
The service provider takes on outsourcing of the entire back office - recording, settling and reconciling financial transactions, applying prescribed control procedures and ensuring compliance with the requisite regulations.


Please confirm your identity to rate

Entire back office

for Broker-Dealer
The service provider takes on outsourcing of the entire back office - recording, settling and reconciling financial transactions, applying prescribed control procedures and ensuring compliance with the requisite regulations.


Please confirm your identity to rate

Entire back office

for Wealth Manager
The service provider takes on outsourcing of the entire back office - recording, settling and reconciling financial transactions, applying prescribed control procedures and ensuring compliance with the requisite regulations.


Please confirm your identity to rate

Entire middle office

for Asset Manager
The service provider takes on outsourcing of the entire middle office.


Please confirm your identity to rate

Entire middle office

for Broker-Dealer
The service provider takes on outsourcing of the entire middle office.


Please confirm your identity to rate

Entire middle office

for Wealth Manager
The service provider takes on outsourcing of the entire middle office.


Please confirm your identity to rate