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021518 UPSTATE OF TENNESSEE Department of TreasuryREQUEST FOR PROPOSALS FOR INVESTMENT MASTER CUSTODY AND RELATED SERVICES RFP # 3090140619RFP CONTENTS SECTIONS: 1.INTRODUCTION2.RFP SCHEDULE OF EVENTS3.RESPONSE
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Begin filling out the form by providing your personal details such as name, address, contact information, and any other requested personal identification information.
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Investment master custody is a service provided by financial institutions to hold and safeguard a variety of investments on behalf of clients.
Investment managers and financial institutions are required to file investment master custody reports.
Investment master custody reports can be filled out online through the designated regulatory platform.
The purpose of investment master custody is to ensure the safekeeping and proper record-keeping of client investments.
Information such as details of client investments, transaction history, and market values must be reported on investment master custody reports.
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