DC-Services UK Tailored Solutions

Rolling release within a defined review window

A rolling-release shape suits a matter that the counterparty wants to track at a periodic cadence — monthly, quarterly — with each period closed under full signoff. The counterparty receives a sealed release at the close of each window. Reissues to a prior period arrive as new numbered versions, not as overwrites; the version control rules are owned by the retention page.

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

Hybrid shape across sections of one matter

A hybrid shape combines bands and cadences across sections of the same matter — for example, a summary register for one position and a full event timeline for another, both delivered as a single sealed release. The internal definition of the granularity bands themselves is owned by the documentation methodology page and is not restated per section.

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

Shapes the firm does not offer

The firm does not offer engagement shapes that would require an excluded activity. There is no shape that includes custody of client digital assets, no shape that contains trade execution, no shape that issues an investment, tax or legal opinion, and no shape that performs fund administration. The full list and the reasons behind it are published on the clarity check page.

Choosing a shape with the secretariat

The shape is selected as part of the draft scope letter returned by the secretariat after the conflicts check. The counterparty can review the proposed shape against the matter, request a change of cadence or band, and countersign once the letter reflects the engagement they intend. The mechanics of the intake conversation sit on the contact page.