How it works
Answer 12 questions to understand your current position and see how you compare against your peers.
You’ll be scored against the following key areas:
Maintenance
A solid approach to maintenance requires accurate records being updated in a timely manner to provide counterparties clarity across all your lists.
Governance
Governance includes all internal policies, controls and measures taken to ensure the legal and compliant operations of an organisation such as AML, risk management, etc.
Distribution
Sharing signatory lists real time ensures your record of truth is reflected accurately with all counterparts. Slow, outdated measures prevent this clarity causing risk to the firm.
