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IDentity Documents
Download any of the documents on this page. Most of these documents are
in Portable Document Format (PDF), which can be opened, viewed, searched
and printed using the readily available, free Adobe
Acrobat Reader.
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FAQ
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IDentity FAQ
Frequently asked questions explaining some of the common issues
related to FUNDportal and the FundSERV PKI.
PDF file, 137 KB, July 2008
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Legal Documents
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FundSERV PKI Certificate Policy
Legal document describing FundSERV's policies as the Certificate
Authority (CA).
PDF file, 342 KB, August 2009
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Certificate Policy - Sponsor Form for Local Registration Authority (LRA) or Registration Authority (RA) (Schedule A)
Do not sign and return. This version
is for review only. To receive the official version contact tech@fundserv.com.
PDF file, 273 KB, August 2009
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Certificate Policy - Registration Model Form (Schedule B)
PDF file, 37 KB, September 2002
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Certificate Policy - Certificate Holder Terms and Conditions - Information Circular (Schedule D)
PDF file, 37 KB, September 2002
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Certificate Policy - PKI Privacy Policy (Schedule E)
PDF file, 29 KB, August 2009
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Forms
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Permission Management Authorization Form
Use this form to set the FUNDcom permissions for your firm.
PDF file, 20 KB, March 14, 2006
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Last Updated: 2009/08/07
Promoting CONNECTIVITY, EFFICIENCY and CONFIDENCE
within the investment fund industry
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