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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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Retail custody accounts

Being the named custodian for the underlying clients of a wealth manager and providing retail custody accounts. Normally included in the wealth manager's client contracts or terms and conditions.

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Integration with external retail custody

Ability to provide a service where the custody for the underlying clients of the wealth manager is provided by a third party of the wealth manager's choice.

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Client-level recordkeeping

Holding full details of the underlying client in order to process trades, process income / corporate actions, process tax and report to the investor.

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Other feedback

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