Brokerage Account Services
Overview
Buyer
Place of Performance
NAICS
PSC
Set Aside
Original Source
Timeline
Qualification Details
Fit reasons
- NAICS alignment with historical contract wins in similar service areas.
- Scope strongly matches core technical capabilities and delivery model.
Risks
- Past performance thresholds may require one additional teaming partner.
- Potential clarification needed on staffing minimums before bid/no-bid.
Next steps
Validate eligibility requirements, assign capture owner, and schedule partner outreach to confirm teaming strategy before submission planning.
Quick Summary
The United States International Development Finance Corporation (DFC), through its Office of Acquisition, has issued a Special Notice seeking qualified firms to provide Brokerage Account Services. DFC requires firms licensed globally, with a strong preference for those experienced in emerging markets (Latin America, Southeast Asia, South Asia, Eastern Europe, and Africa), to facilitate the sales, trading, and settlement of publicly traded securities. Submissions are accepted on an ongoing basis until July 30, 2027.
Scope of Work
DFC may hold or receive publicly traded securities from its investment activities and requires brokerage services to facilitate their sales and trading, and to settle transactions. The primary focus is on firms with a presence and licensing in emerging markets. Immediate needs are identified in India, Brazil, and Mexico.
Requirements for Firms
- Presence in one or more emerging markets.
- Licensed to operate in major stock exchanges or exchanges of interest to DFC.
- Ability to provide brokerage services for publicly traded securities.
Submission Instructions
Interested entities may submit their qualifications at any time to michael.pasquella@dfc.gov. Submissions must address nine specific questions covering:
- Brokerage services offered.
- List of local affiliates/partners if services are not direct.
- Fee/commission structure for up to five years.
- Countries and exchanges where services are provided.
- Most active emerging markets and average trading volume.
- Experience with institutional investors (e.g., MDBs, DFIs).
- Types of investors most serviced.
- High-level financials (e.g., Assets).
- Additional details, terms, and conditions.
Contract & Timeline
- Type: Special Notice (ongoing submissions for potential future agreements)
- Product Service Code: R710 - Financial Services
- Notice Open Period: May 21, 2026, to July 30, 2027
- Published: May 21, 2026
- Set-Aside: None specified
Evaluation
Submissions will be reviewed and cataloged. When brokerage accounts are required for specific regions, entities from the interested parties list will be selected on a best value basis. Multiple agreements may be made per region.
Additional Notes
Attachment 1, "Brokerage Region Pools," indicates that North America, Europe, Asia, South America, Africa, Central America, and Australia are currently "Open" for submissions. Successful entities will be required to register and obtain a SAM.gov account, and early registration is encouraged.