RFP template

Custody provider RFP template

A practical request for proposal structure for banks, funds, asset managers and family offices comparing custody providers.

Claim a profileQualified introduction form
Research & editorial reviewCustodyProviders.com·Methodology·Evidence Index
Free procurement tool

Build an institutional custody RFP

Generate a structured RFP preview, copy it into your procurement workflow, print/save it, or submit it for manual provider matching. No payment is required from the buyer.

Asset / use-case scope
Required services

Key points

  • Provider legal entity and regulatory permissions
  • Custody model and key management architecture
  • Asset coverage and chain support
  • Segregation, reconciliation and reporting
  • Insurance, disaster recovery and incident response
  • Fees, onboarding timelines and service levels
  • Sub custody, wallet infrastructure and outsourcing dependencies
  • Governance, approvals and transaction policy controls

How to use this page

This page supports the broader CustodyProviders.com research path. Use it together with the provider filter, market map, comparison pages and qualified introduction form to create a more disciplined custody shortlist.