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FundSERV's mission statement is to provide value-added network & application services for B2B initiatives that minimize risk & promote timely, automated interactions that reduce cost within the Canadian investment fund industry.
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April 2005   Volume 5, Number 1

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FundSERV Quarterly April 2005  Download the PDF version of FundSERV Quarterly (1.04 MB).

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FundSERV
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- A message from Alan Hutton, president of FundSERV:
-This is an exciting time to be a part of FundSERV
Over the past few months, we have strengthened our governance model, made significant progress on our four strategic initiatives, and prepared for the next ESG standards release, Version 16...
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- Business continuity planning evolves at FundSERV
In business continuity planning today, questions about disasters begin not with "if" but with "when"...
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- High-scoring forward adds bench strength to industry relations and
-corporate communications team
While NHL players were working on little more than their golf swings and sun tans, FundSERV communications associate Marie Wonnacott has had a full season, and then some...
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- Senior project manager hits the ground running
He's not a wild-eyed evangelist but you can't mistake the enthusiasm in Geoff Fox's voice when he talks about project management...
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- FundSERV Board Appointments
Norm Graham, chairman of the board for FundSERV Inc. is pleased to announce the appointments of Brad Badeau, Edward Waitzer and Gary Norton to the board of directors...
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- FundSERV network performance
Some year to date systems and network updates...
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Electronic Standards Group (ESG)
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- Time to get familiar with ESG V16
ESG V16 was published on January 25, 2005, with a few modifications added as V16.1 on March 14...
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- Town Hall meetings kick off ESG V16
Following the success of the V15 Forum held in November 2004, FundSERV held a "Town Hall" meeting in January to kick off the release of ESG V16...
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- ESG V16 to benefit intermediaries
"At the moment, we're moving a lot of paper around the street and that's just not efficient," says Mary-Lou Rice, senior vice president, operations, MRS...
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- Are you ready for new mandatory standards in 2005?
Recently, the Mandatory Standards Committee met to discuss which ESG V16 standards would be required for minimum compliance...
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- Check out V16.1!
On March 14th, a number of additions to the ESG Helpfile V16 were published as V16.1. The details have been posted to the "What's New" section of the Helpfile...
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Industry
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- Manulife creates IDA member annuity sale and servicing agreement
Bill Devolin, Director, Manulife Investments, and several colleagues advanced the campaign for simplified processing procedures at a meeting in February at FundSERV...
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Editorial Information Copyright © 2005  FundSERV Inc.