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ESTATE-2603 - USA (Austin, Texas) - Backup Clearing Broker Services - Deadline September 24,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: ESTATE-2603

Government authority located in Austin, Texas; USA based organization looking for expert vendor for backup clearing broker services.

[A] Budget: Looking for Proposals

[B] Scope of Service:

(1) Vendor needs to provide backup clearing broker services to the government authority located in Austin, TX.
a. Confirming information is exact
b. Clearing and settling transactions effected in customer accounts
c. Opening, approving, and monitoring customer accounts
d. Extending credit in margin accounts
e. Process orders for the purchase, sale or transfer of securities
f. Providing written confirmations of executed orders to customers
g. Receiving or delivering funds or securities from or to customers
h. Maintaining the paper work associated with the clearing and executing of a transaction
i. Maintaining books and records that reflect transactions, including rendering monthly or periodic statements of account to customers
j. Providing custody of funds and securities in customer accounts
k. Providing electronic systems for compliance and management of the introducing broker
l. Help make sure that trades are settled appropriately and that the transaction is successful
m. Assist with any discrepancies or errors that may occur in the processing of transactions
(2) All question must be submitted no later than September 17, 2019.

[C] Eligibility:

Onshore (USA Only)

[D] Work Performance:

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

Expiry Date : Tuesday, 24 September, 2019

Question Answer Deadline : Tuesday, 17 September, 2019

Category : Real Estate, Brokerage Services, Maintenance, Repair and Alteration of Property

Country : USA

State : Texas

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