 FundSERV
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Message from Brian Gore, FundSERV's new president and CEO
Let me begin my first message as FundSERV's president and CEO by thanking our board of directors for giving me this opportunity. It is a privilege to be joining the strong managers and very capable staff that make up the FundSERV team... |
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FundSERV piloting customized automation solutions
The current ESG standards are a single-format, single-standard system that has automated the way in which the investment fund industry does business...
FundSERV, however, has found that many customers now require an increasing amount of customization to support complex product lines and distribution processes... |
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Alan Hutton retires from FundSERV
Retirement often conjures up images of sunshine, Muskoka chairs and long, leisurely days perfecting the proverbial golf swing. Not so for Alan Hutton... |
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FundSERV sets the record straight
The investment fund industry depends on many things to keep it sustainable and healthy. But none is more important than accuracy... |
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From Bermuda's beaches to FundSERV Inc.
When you choose to live in Canada there is one unfortunate guarantee — being cold more than being warm most of the year... |
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FundSERV Network Performance
Year to date systems and network totals... |
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 Electronic Standards Group (ESG)
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Client Name is the "name" of the game
Since inception, the ESG standards have managed to automate approximately two thirds of all fund transactions and 90 per cent of all nominee account transactions, thus reducing time, costs and risk to the industry. But of the remaining unresolved issues, automating Client Name transactions is probably the most significant issue facing the industry today... |
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ESG Helpfile v19 deferred until 2009
FundSERV's Standards Steering Committee (SSC) has passed a motion to defer the release of Helpfile v19, originally scheduled for release in June 08, to
June 09... |
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SSC welcomes three new members
FundSERV is pleased to welcome Jackie Laser, Fabio Iannicca and Chuck Pound to the Standards Steering Committee (SSC)... |
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ESG welcomes new member
Bobbisue Edmondson has joined the Electronic Standards Group (ESG)... |
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Edit change to Helpfile v18.1 - RRSP contribution age increase
In the March 2007 budget announcement, the federal government announced an increase in the eligible RRSP contribution age to 71 from 69... |
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 Industry
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Automation helps Empire Life expand seg fund distribution
According to Statistics Canada, a record 13.7 per cent of the population of Canada has reached retirement age...This dramatic shift in demographics is driving a growing interest in low risk products, especially those that offer guarantees. One such product is segregated funds... |
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FundSERV hosts IFIC information session
They came. They listened. They learned. Back in July, Investment Funds Institute of Canada (IFIC) management employees visited FundSERV to attend an information session... |
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FundSERV takes aim at annual segregated fund conference
FundSERV will be hosting a breakout session at the 2007 Segregated Funds Section Annual Conference, being held November 12 -13 at the Metro Toronto Convention Centre... |
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