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