BANKING-3722 - USA (Leonardtown, Maryland) - Trustee and Custodian Services - Deadline November 19,2021

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: BANKING-3722

Government Authority located in Leonardtown, Maryland; USA based organization looking for expert vendor for trustee and custodian services.

[A] Budget: Looking for Proposal

[B] Scope of Service:

(1) Vendor needs to provide trustee and custodian services shall serve as trustee with respect to the resulting trust agreement with the plans; timely provision of easily intelligible and accurate monthly, quarterly, and annual calendar reports; track multiple different investment pools; transact properly and timely purchases or sales of shares as and when the need arises; record on a timely and accurate basis activity in investments in private equity, hedge funds or other “alternative” type of investments; access to the lowest cost share classes, where the plans meet the eligibility criteria per each respective mutual fund prospectus; rapidly execute transaction requests, including wire transfers, from the county to the government authority located in Leonardtown, MD.
(2) All question must be submitted no later than November 2, 2021.

[C] Eligibility:

- Onshore (USA Organization Only);

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location.

Expiry Date : Friday, 19 November, 2021

Category : Banking Services

Country : USA

State : Maryland

RFP Expired

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