Best wishes for the holiday season
This holiday season brings to a close another challenging and productive year for FundSERV Inc. It is my pleasure to report we exceeded our 2009 operational and financial performance indicators and delivered a service level of 99.99 per cent availability...
Revolutionizing client name processing
As many industry veterans can attest, client name automation is an initiative that has seen many iterations and incarnations. It wasn't until October 13, 2009,
however, that the Canadian investment fund industry saw its first multiple dealer/fund company client name pilot take effect...
Standards makeover
In 2009, FundSERV reworked the ESG Standards Helpfile and introduced its new name, look and feel with version 20 of the standards...
One-to-one customization
With industry-wide solutions becoming more difficult to define and implement, FundSERV has been looking at other ways to expand its services to as many companies as possible. While companies must transact similarly within the FundSERV Standards, no two companies conduct their backend operations the same way...
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FundSERV Standards v20 overview
On October 26, 2009, FundSERV published a copy of version 20 of the FundSERV Standards to the industry. The publication followed an extensive and highly
successful industry review and comment period, which began on August 4, 2009...
A dress rehearsal five years in the making
It was business as usual the week of November 9-13, 2009, when FundSERV and its network partners participated in an extensive business continuity exercise. It was the first time all of FundSERV's business and network operations were conducted from its secondary site for an extended period of time...
FundSERV's Customer Contact Update Page
Getting critical and timely information to the right people is essential to minimizing operational risk and ensuring FundSERV responds appropriately to customer needs. To ensure the right people are contacted, FundSERV maintains an extensive customer relationship management (CRM) database with detailed contact information...
Holiday hours
December 24: The TSX will close trading at 1 p.m. ET. Consequently, FundSERV will change its cut-off time to 1 p.m. ET for trades placed through the network...
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