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Rate your service partners on up to 11 service elements below
All responses will be treated in the strictest confidence

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complete:
1  Unacceptable
2  Very poor - always fails to meet expectations
3  Poor - often fails to meet expectations
4  Satisfactory - sometimes meets expectations
5  Good - often meets expectations
6  Very good - always meets expectations
7  Excellent - consistently exceeds expectations
 Service partners

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FX execution

Reliable foreign exchange execution services are provided, for both spot and forward transactions, in all currencies.
allrates_excl: $VAR1 = 'ar';
 Accuracy/Timeliness for fx execution
BNY Mellon

 Responsiveness to issues
BNY Mellon

Automated FX

Automated currency conversion of cash transactions and/or income payments are carried out in an accurate and timely manner according to mandated instructions.
allrates_excl: $VAR1 = 'ar';
BNY Mellon

Online FX rates

A direct link to the service provider's systems presents a clear and reliable view of rates as transactions are initiated.
allrates_excl: $VAR1 = 'ar';
BNY Mellon

Reporting spread

The service provider reports on the exchange rate given for each currency and a comparative rate such as the wholesale rate (whether a spot rate for an individual transaction or a suitable weighted average rate for the period under consideration).
allrates_excl: $VAR1 = 'ar';
BNY Mellon

Reporting spread to fund manager

Provision of FX rate and comparative rate(s) to a client's third-party fund manager.
allrates_excl: $VAR1 = 'ar';
BNY Mellon

Online FX instructions

A direct link to the service provider's systems to allow transactions to be performed.
allrates_excl: $VAR1 = 'ar';
BNY Mellon

CLS services

The service provider offers full support for settlement of all foreign exchange trades eligible for Continuous Linked Settlement ('CLS') through CLS Bank. CLS delivers many benefits: elimination of the client's counterparty ('Herstatt') risk; simplification of the settlement process; reduction in the amount of static data required; reduction in messaging traffic and costs; and predicatibility of settlement resulting in the elimination or near-eliminiation of post-settlement issues such as interest claims for late settlement.
allrates_excl: $VAR1 = 'ar';
BNY Mellon

FX contractual settlement

A client's account is credited on the due date for settlement of foreign exchange trades in place of the actual settlement date, thus protecting the client from the typically high cost of overdrawing foreign currency accounts.
allrates_excl: $VAR1 = 'ar';
BNY Mellon

FX advisory

Foreign exchange advisory services provided to assist clients in determining the efficacy of holding material foreign currency balances. The scope of the service covers frequent comment plus market studies and in-depth analysis.
allrates_excl: $VAR1 = 'ar';
BNY Mellon

Currency share class hedging

FX hedging transactions are carried out in an accurate and timely manner, according to mandated instructions, to reduce the exposure of a share class to the fund's base currency.
allrates_excl: $VAR1 = 'ar';
BNY Mellon

Passive currency overlay

FX hedging transactions are carried out in an accurate and timely manner, according to mandated instructions, to reduce the currency risks of the underlying international asset classes viz-a-viz the portfolio's base currency.
allrates_excl: $VAR1 = 'ar';
BNY Mellon

Your feedback comments

 
Please be sure to say a few words.

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