Banking Custodial Services

FLSt. PetersburgcityLegal & Financial
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Bid Number
86885
Open Date
Mar 22, 2024
Close Date
--
Status
Closed

Description

The City of St. Petersburg is seeking responses from qualified vendors to provide all personnel, supervision, materials, facilities, and travel expenses for providing investment safekeeping, professional custodial services, and invest reporting to include the receipt, delivery, holding, and registration of securities, collection of income, and all communication and reporting necessary to support these activities.  As part of this solicitation, the City may consider at its option other pension related services, including producing monthly pension payments, 1099-R reporting and other related duties.The City requires separate custodial services for the following City portfolios:Core Short Term PortfolioCore Long Term PortfolioDebt Trust Fund PortfolioBo

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Added Apr 27, 2026 | ID: 174701

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