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Rate your service partners on up to 12 service elements below
All responses will be treated in the strictest confidence

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True and fair assessment of providers' strengths and weaknesses
Absolute discretion assured over your involvement

service partners evaluated across 6000+ ratings submitted
Complimentary reports evaluating supplier performance

Equities

Settlement and safekeeping of equities.
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BNY Mellon

Bonds

Settlement and safekeeping of debt instruments.
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BNY Mellon

Exchange-traded funds

Settlement and safekeeping of investments in open-ended funds which track an index, which are priced on a continuous basis and can be bought or sold like securities.
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BNY Mellon

Off-exchange traditional funds

Settlement and safekeeping of units in traditional commingled investment funds.
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BNY Mellon

Off-exchange hedge funds

Settlement and safekeeping of units in a hedge fund.
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BNY Mellon

Exchange-traded derivatives

Settlement and safekeeping of derivatives contracts transacted on an organized futures exchange, being standardized and requiring payment of an initial deposit or margin settled through a clearing house.
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BNY Mellon

OTC derivatives

Settlement and safekeeping of derivatives contracts which are not traded on an officially-recognized exchange.
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BNY Mellon

Market opening: documentation

Provision of a package of documentation to support a client in entering a new investment market.
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BNY Mellon

Market opening: advisory

Provision of advisory services to a client in respect of an investment market under consideration.
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BNY Mellon

Selecting sub-custodians

The service provider has in place standard operating procedures governing its selection of a sub-custodial agent bank.
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BNY Mellon

Monitoring sub-custodians

The service provider has in place standard operating procedures governing its monitoring of each sub-custodial agent bank.
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BNY Mellon

Contingency arrangements

The service provider has in place, in each investment market, alternative arrangements for provision of sub-custodial agent services in the event that an existing sub-custodian goes out of business or fails to meet documented service levels.
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BNY Mellon

Your feedback comments

 
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Your entire response is in strict confidence.
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 Feedback – Your service partners value your frank comments on their year-on-year performance, on what new initiatives have been delivered well and on the specifics of what is causing you a headache or simply where you would appreciate improvement...
BNY Mellon