DC-Services UK Client First Approach

Named practitioners on every release

Each release carries the names of the drafter, the data lead and the supervisory reviewer. Counterparties can route procedural questions to the named individuals through the secretariat. Naming is a control: the practitioners whose names appear on the release are the practitioners whose work is read at annual methodology review and whose refusals are logged in the rejection register.

• ›Written intake brief signed by the client
• ›Conflicts screen and independence check
• ›Defined deliverable list and retention envelope

Counterparty receipt and handover

Delivery is closed only when the counterparty receipt is countersigned and filed. The secretariat then supports the counterparty's internal handover: confirming the named contact for each section, answering procedural questions about the manifest and routing reissue requests through a scope amendment. Support is procedural; the firm does not interpret the released record for the counterparty's downstream use.

• ›Source hashing at intake
• ›Role-based, time-bound access
• ›Two-stage review before release

Where counterparty preference does not bend the firm

Counterparty preference does not extend the firm's mandate. A counterparty cannot commission a release that contains investment, tax or legal opinion; a request to do so is declined at intake and, if it reaches drafting, is rejected at stage two. The same applies to custody, trade execution and fund administration: no fee structure changes the answer.

Onward enquiries and named referrals

Where a counterparty needs an activity the firm does not perform, the secretariat returns the request unfulfilled with a written note. The firm does not maintain a paid referral network and does not earn a fee on onward instruction. This keeps the counterparty's incentive to instruct the firm aligned with the firm's actual deliverable rather than with adjacent commercial flows.