UserProvList:



Your providers:
-  Suggest a service for evaluation



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107|Foreign exchange 102|Pre-trade/trading 127|Trade processing 146|Income processing 147|Corporate actions processing 153|IBoR 148|P&L 150|Retail-level custody 151|Insurance investment accounting 121|Depositary/Trustee 114|Fund admin: traditional 120|Transfer agency 132|Fund admin: alternative 130|Investor servicing/TA - alternative 117|Securities clearing 136|Derivatives clearing 101|Safekeeping & Network 103|Settlement 123|Custody risk 104|Corporate actions 105|Income 106|Tax 154|Voting 155|Class actions 112|Master custody 110|Securities lending 131|Collateral management 124|Institutional client reporting 118|Portfolio accounting/valuations 142|Investment performance 108|Liquidity management 134|Compliance monitoring 135|Regulatory reporting 115|Instructions 144|Reporting 126|Service standards 145|Service delivery 107|Foreign exchange 102|Pre-trade/trading 127|Trade processing 146|Income processing 147|Corporate actions processing 153|IBoR 148|P&L 150|Retail-level custody 151|Insurance investment accounting 121|Depositary/Trustee 114|Fund admin: traditional 120|Transfer agency 132|Fund admin: alternative 130|Investor servicing/TA - alternative 117|Securities clearing 136|Derivatives clearing 101|Safekeeping & Network 103|Settlement 123|Custody risk 104|Corporate actions 105|Income 106|Tax 154|Voting 155|Class actions 112|Master custody 110|Securities lending 131|Collateral management 124|Institutional client reporting 118|Portfolio accounting/valuations 142|Investment performance 108|Liquidity management 134|Compliance monitoring 135|Regulatory reporting 115|Instructions 144|Reporting 126|Service standards 145|Service delivery

Rate your service partners on up to 3 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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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

Service standards specified

The provider specifies, in the form of a Service Level Agreement (SLA), the standards which will be met in delivering the service - including standards expected from the client.
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BNY Mellon

Standards contractually binding

The provider includes in the contract the agreed service standard.
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BNY Mellon

Reporting against KPIs

The provider delivers reporting against the agreed service standards by reference to Key Performance Indicators (KPIs).
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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