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FundSERV is a business-to-business electronic network with world-class transactions processing applications, servicing the Canadian investment industry.
Established in 1993, we are an online hub that electronically connects fund companies, distributors and intermediaries, enabling them to buy, sell and transfer investment funds amongst each other. We service hundreds of organizations – representing approximately 150,000 daily network transactions – and provide online access to over 35,000 investment fund products.
FundSERV is a private, for-profit company that operates on a cost-recovery business model, meaning our customers receive an annual rebate.
To provide reliable & resilient value-added network & application services for business-to-business initiatives that minimize risk & promote timely, automated interactions that reduce cost within the Canadian investment industry.
To be the acknowledged global leader in low-cost, low-risk, straight-through-processing for the investment industry.
Ian Cook, Vice President, Corporate Services & CFO