Request Enablement

Please contact sales@sumridge.com or call (201) 898-2525

What we need from you

  • Back office contact information (name, phone number, email address)
  • Clearing Instructions with acronyms for Oasys and Alert
  • Completed AML Questionnaire - PDF
  • Foreign Bank Certificate if applicable - PDF
  • QIB Form if applicable - PDF
  • RegS Form if applicable - PDF

Information you might require from SumRidge

  • About SumRidge Partners - PDF
  • SumRidge Delivery Instructions - PDF
  • Focus Reports: upon request
  • SumRidge Audited Financials: upon request

For additional information regarding settlement issues, please contact ops@sumridge.com or call:

  • Chris Catlin: (201) 898-2525
  • Joe Muoio: (201) 898-2525

Please view our inventory on Bloomberg at SMRD