FundSERV Quarterly - Table of Contents

Celebrating 10 years — 1993 to 2003
FundSERV's mission is to be the preferred supplier of value-added network and application services for business-to-business (B2B) initiatives that minimize risk and promote timely, cost-effective interactions within the Canadian investment fund industry.

FundSERV	ESG
IDentity/PKI

January 2003 Volume 3, Number 1

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FundSERV

A message from Alan Hutton: FundSERV exceeds objectives in 2002

As we begin 2003, it is an appropriate time to review the past year, tell you about the progress at FundSERV and our plans for the coming year.

Board gives FundSERV green light on two key initiatives

The FundSERV board approved the FUNDcom strategy group's recommendations in December.

FundSERV introduces standardized, reader-friendly customer contracts

As the needs of the industry have evolved, so have the offerings at FundSERV.

FundSERV provides GIC services via third-party

"FundSERV would be willing to undertake a cost-benefit analysis to investigate processing guaranteed investment certificates (GICs) directly."

Mark Bruce stays busy creating free time

As supervisor of FundSERV testing, Mark Bruce maintains a vision of a more efficient industry and more "free time" for his customers.

Information is power: the technical communications department brings that power to FundSERV customers

Ensuring FundSERV customers have timely information and quality resource materials at their disposal is what the technical communications department strives for every day.

Don't miss FundSERV's seventh annual Roadshow!

In April, FundSERV's 2003 Roadshow will be travelling across the country to present what's coming up at FundSERV.

FundSERV's first United Way campaign a major success

During FundSERV's inaugural year of participating in the United Way's charity drive, FundSERV employees and the Company far exceeded their original target.

Network Performance in 2002

The FundSERV network was a busy one in 2002, with increased usage of all core services.

Electronic Standards Group (ESG)

Standards Helpfile Version 14 Preview

The electronic standards group (ESG) published a draft version of Standards Helpfile 14 on January 13, 2003, with a two-week comment period for industry feedback on the new standards.

Effective Immediately: Important changes to contribution period

Inconsistent processing of previous period contribution receipts has long been a problem in the industry.

Coming Soon — Euro and Pound

FundSERV is currently developing enhancements to allow for payment exchange in Euro and Pound Sterling (UK) currencies.

Transfers working group develops automated solutions for external transfers

The January 2003 Helpfile release, version 14, includes new standards that will dramatically reduce the number of external transfers still being done manually in the investment fund industry.

Adherence to ESG standards: the key to efficiency

Last year, under direction from its board of directors, FundSERV developed a Web site that displays functionality supported by each participating fund company.

XML Messaging changes included in Helpfile version 14

Account Setup via XML Messaging, as part of the AddPAC message, has been upgraded from DRAFT status and is now a standard.

IDentity/PKI

Advancing PKI as the security standard on FundSERV core services

As of June 2003, all core Web-enabled applications will require PKI digital certificates for access.

From pilot to roll-out — automated e-billing proceeds

FundSERV's electronic billing process uses the Company's public key infrastructure (PKI) to provide enhanced on-line security, so customers need to have an established local registration authority (LRA) to participate.

Editorial Information