RFP template

Custody provider RFP template

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

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 research path. Use it together with the provider filter, market map, comparison pages and general contact form to create a more disciplined custody shortlist.