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About FundSERV

2008 Annual Report Download the 2008 Annual Report
FundSERV Brochure Download the FundSERV brochure

OUR MISSION
To provide reliable & resilient value-added network & application services for B2B initiatives that minimize risk & promote timely, automated interactions that reduce cost within the Canadian investment fund industry.

OUR VISION
To be the acknowledged global leader in low-cost, low-risk, straight-through-processing for the investment fund industry.

OUR VALUES
INTEGRITY - provides the context for the things we do
EXCELLENCE - defines how we do the things we do
COMPETENCY - provides the skills and experience for the things we do
ACCOUNTABILITY - ensures that we take responsibility for the things we do

FundSERV Inc. is a leading provider of electronic business services to the Canadian investment fund industry. Established in 1993, FundSERV is a private company that operates on a cost-recovery basis.

FundSERV has spearheaded the development of what is widely acknowledged to be the most efficient investment fund transaction processing system in the world. Today, the Company's focus is on the data standards and security infrastructure that will enable the industry to continue to apply technology for the ultimate benefit of the Canadian investing public.

The company serves more than 700 organizations and their business units and provides online access to over 10,000 investment fund instruments. The Company also supports the committees and working groups that address issues and develop electronic data and security standards for the industry.

If you have questions or wish to receive more information about FundSERV, please send us an e-mail using the link below or contact us by telephone:

In Toronto: 416-362-2400
Toll free: 1-866-362-3863
E-mail: tech@fundserv.com

 

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Last Updated: 2009/10/09



Promoting CONNECTIVITY, EFFICIENCY and CONFIDENCE
within the investment fund industry

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