May 2002 Volume 2, Number 2 Read back issues of FundSERV Quarterly
If you want to receive e-mail notification about each issue published, subscribe to our mailing list fundserv-newsletter. |
||||||||
 |
||||||||
FundSERV |
||||||||
|
||||||||
| A message from Alan Hutton |
||||||||
| The first quarter of 2002 has set the stage for an exciting year at FundSERV Inc. | ||||||||
|
||||||||
| How may I direct your call...? |
||||||||
| For Janet Lenko, executive receptionist and administrative assistant, a calm day at the FundSERV reception desk means she only handles about 80 incoming phone calls. | ||||||||
|
||||||||
| FundSERV Network Performance |
||||||||
| Some year to date systems and network updates. | ||||||||
|
||||||||
| What's in a name... and address? |
||||||||
| Name and address-demographic information is important to each of us on a personal level, but what about in the context of nominee accounts? | ||||||||
|
||||||||
| Together again |
||||||||
| The beginning of March brought with it the end of FundSERV's two-tiered office space and the beginning of a modern, fully integrated and secure environment. | ||||||||
|
||||||||
Electronic Standards Group (ESG) |
||||||||
|
||||||||
| Compliance for June 2002 |
||||||||
| The Manufacturer's Compliance Matrix documents the minimum standards that fund manufacturers must follow when processing e-business transactions. When all participants meet the standards, the entire industry benefits from more efficient and cost-effective processing. | ||||||||
|
||||||||
| ESG Release 12 Update |
||||||||
| The ESG Standards Version 12 will be implemented on June 10, 2002. | ||||||||
|
||||||||
FUNDportal |
||||||||
|
||||||||
| The IDentity Certificate—Your portal to CI FUNDS Web services |
||||||||
| FundSERV's IDentity certificate holders now have secure and private access to the CI FUNDS "Advisor Online" through www.fundportal.org. | ||||||||
|
||||||||
FUNDcom |
||||||||
|
||||||||
| FUNDcom Frenzy makes FUNDcom a winner |
||||||||
| Fun, no matter how you spell it. For the entire team of client services representatives at Franklin Templeton Investments, the word "Frenzy" took on a whole new meaning. | ||||||||
|
||||||||
| FUNDcom enhancements |
||||||||
| Over the last few months, FundSERV and the FUNDcom Working Group have made a number of improvements to the FUNDcom application. Read on for highlights of their accomplishments and for key information about Phase 3. | ||||||||
|
||||||||
IDentity/PKI |
||||||||
|
||||||||
| Government of Canada uses PKI to bring connectivity to the nation |
||||||||
| Canadians rank among the world's leaders in Internet usage. Recognizing this, the Government of Canada has launched the Government On-Line (GOL) initiative to provide secure online informational and transactional services for citizens and businesses. | ||||||||
|
||||||||
| Watch for upcoming IDentity/PKI features |
||||||||
|
||||||||
Industry |
||||||||
|
||||||||
| Industry working group tackles challenges of T+1 transition |
||||||||
| Jerry Beniuk, Chair of CCMA's Retail Trade Processing Working Group, spoke to FundSERV Quarterly recently about T+1 initiative and some of the challenges the industry is facing, particularly in a "client name" environment. | ||||||||
 |
| Editorial Information | Copyright © 2002 FundSERV Inc. |