Trustee Services
Overview
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SUMMARY
DESCRIPTION
A government authority located in Princeton, New Jersey is seeking a vendor to provide trustee services in connection with its bond financing activities. The selected provider will be responsible for establishing funds and accounts as defined in the financing documents, including the deposit of bond sale proceeds at closing.
The scope of services includes holding monies and investments in trust for the purposes specified in the financing documents and providing related bond administration functions as needed. These services may include acting as registrar, transfer agent, tender agent, dissemination agent, escrow agent, and paying agent. Responsibilities also include maintaining a bond register, disbursing debt service payments to registered holders, and handling exchange, transfer, and replacement activities. The authority typically issues bonds in book-entry-only form.
The provider may also be required to invest available monies at the direction of the authority, its investment advisor, and/or the institutions involved, as applicable. Questions regarding the solicitation must be submitted no later than August 4, 2026.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due August 7, 2026.
- Who is a good fit for this opportunity?
- Corporate trust company or financial institution with municipal bond trustee experience
- Proven expertise in registrar, paying agent, transfer agent, and escrow agent services
- Experience supporting book-entry-only bond issuances
- Strong fixed-income cash management and trust investment administration capabilities
- Familiarity with public sector financing documents and debt service administration
- Capacity to serve government authorities and manage regulated fiduciary responsibilities
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.