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REQUEST FOR PROPOSALMANAGED ACCOUNT PLATFORM SERVICES RFP # I20161August 26, 2015 Iowa Public Employees Retirement System7401 Register Drivers Mines, IA 50321Phone: 5152810030Fax: 5152810045Email:
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How to fill out managed account platform services

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Start by logging into the managed account platform.
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Managed account platform services refer to the technology and support provided to clients who wish to manage their investment accounts through a centralized platform.
Financial institutions and investment firms that offer managed account platform services are required to file reports with regulatory authorities.
To fill out managed account platform services, financial institutions must compile and report information about their clients' accounts and activities on the platform.
The purpose of managed account platform services is to provide clients with a convenient and efficient way to manage their investments in one centralized location.
Information such as account holder details, transaction history, account balances, and investment strategies must be reported on managed account platform services.
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