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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

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True and fair assessment of providers' strengths and weaknesses
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service partners evaluated across 6000+ ratings submitted
Complimentary reports evaluating supplier performance

Trade pre-matching / confirmation

Conducting all trade pre-matching and confirmation.

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Client allocation processing

Providing a service to process a bulk trade and then allocate the trade to a number of client accounts based on instructions from the fund manager.

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Custodian/bank instructions

Generate settlement instructions for cash/securities movements and send to bank/custodian

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Proactive fails management

Taking a proactive stance, reviewing all failed trades and working with suppliers to minimize their occurrence.

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Other feedback

Year-on-year performance, improvements needed...
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