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BANKING-3817 - USA (Wisconsin) - Unclaimed Property Securities Services - Deadline January 20,2022

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: BANKING-3817

Government Authority located in Wisconsin; USA based organization looking for expert vendor for unclaimed property securities services.

[A] Budget: Looking for Proposals

[B] Scope of Service:

(1) Vendor needs to provide unclaimed property securities services to the government authority located in Wisconsin.
- provide UCP Securities Custodial Services
- Receive securities from holders
- Manage and maintain securities portfolio
- Sell and transfer securities as directed
- Provide reports and data of inventory and transactions
- This allows for the following to be completed on a daily, weekly, monthly, or as needed basis:
- Receive holder reports electronically (paper reports are not accepted)
- Maintain unclaimed property portfolio on a property level, including securities
- Generate and process unclaimed property claims
- Record securities transactions, such as cash dividends, sales, mergers, stock splits, etc.
- Reconcile cash proceeds to security transactions
- Create reports
- Transactions completed include, but are not limited to:
- Adding dividend/interest proceeds
- Completing mergers
- Tracking reissues
- Requesting stock sale and transfers
- Marking a stock as worthless.
(2) All the questions must be submitted no later than December 10, 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 premises.

Expiry Date : Thursday, 20 January, 2022

Question Answer Deadline : Friday, 10 December, 2021

Category : Banking Services

Country : USA

State : Wisconsin

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