Revolutionizing the Master Trust RFP

The request for proposal has long been a standard part of the process for selecting a master trustee or custodian in North America. Over the years, however, the RFP process has also become increasingly burdensome for both buyers and sellers of custody services. The result is a pressing need to seriously reevaluate what the RFP process is intended to achieve, and to determine whether the current approach could be usefully amended to make the process easier and more effective for all parties.

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