Application

The new customer packages include documents available from this section. These documents are samples only and are in Portable Document Format (PDF), which can be opened, viewed, searched and printed using the readily available, free Adobe Acrobat Reader.

If you have questions or wish to receive the most up-to-date official documents to complete, please send an e-mail to tech@fundserv.com or call 416-362-7378 or toll free 1-800-267-3526 and ask for Technical Support.

These new customer packages are available:

• Distributor
• Manufacturer
• Intermediary

Manufacturer Package

Customer Contract PDF file, 500 KB, January 2010 Bank Information Form PDF file, 703 KB, February 17, 2009 FundSERV Registry: Manufacturer's Profile Questionnaire PDF file, 187 KB, January 2007 Manufacturer Direct Connection Implementation Checklist PDF file, 336 KB, January 2010 Penalties for Payment Delay and Default PDF file, 22 KB, January 1, 2009 Network Connectivity Options PDF file, 386 KB, June 2010 FundSERV PKI Certificate Policy PDF file, 342 KB, August 2009 Certificate Policy - Sponsor Form for Local Registration Authority (LRA) or Registration Authority (RA) (Schedule A) PDF file, 273 KB, August 2009 Certificate Policy - Registration Model Form (Schedule B) PDF file, 37 KB, September 2002 Certificate Policy - Certificate Holder Terms and Conditions - Information Circular (Schedule D) PDF file, 199 KB, June 9, 2008 Certificate Policy - PKI Privacy Policy (Schedule E) PDF file, 29 KB, August 2009

Go to the Joining FundSERV main page

Last Updated: 2010/06/30

Promoting CONNECTIVITY, EFFICIENCY and CONFIDENCE
within the investment fund industry

Copyright © 2003-10 | Privacy Statement | Terms & Conditions | Sitemap