Settlement Instruction & Custodian Readiness · Free · ~8 minutes

Know your settlement instruction risk before it shows up as a fail.

12 questions drawn from real buy-side settlement operations, not vendor checklists. In under 8 minutes you get a radar chart, gap callouts, and T+1 readiness signal you can act on.

01
Settlement break exposure score

Across 6 operational dimensions: counterparty coverage, market breadth, freshness, T+1 regulatory readiness, lifecycle controls, and OMS integration.

02
Counterparty coverage gap callouts

Your highest-risk dimensions surfaced immediately, so you know where settlement fails are most likely to originate before the FCA T+1 deadline tightens the window further.

03
Score interpretation by email

Tier-specific explanation of what your score means for operations risk and where to focus remediation first, delivered immediately after you complete the audit.

Questions designed from Philip Williams' standing settlement instruction remediation work across multi-market institutional settlement programs covering US, UK, EU, and APAC footprints.
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Settlement Instruction Readiness · Free · ~8 min

Settlement Instruction & Custodian Readiness Audit

12 questions. Real gaps, not vendor checklists. Radar chart delivered instantly, no login required.

These questions come from real settlement operations. T+1 has zero tolerance for stale standing settlement instructions.

Do not submit confidential client data, production system credentials, trade files, or regulated records through this form. For sensitive engagement data, use PBW-approved secure channels.
Question 1 of 12
Counterparty Coverage

What percentage of your active counterparties have current, validated SSIs on file?