8 September 2026 @ 14:00 – 15:00
At Fundserv, we are dedicated to maintaining a secure and resilient network that supports the services our members rely on every day. Join us to strengthen your cybersecurity knowledge, learn about today’s threat landscape and explore practical ways to protect your organization’s data, systems and client information.
The session will also cover Fundserv’s minimum security standards and include an opportunity to get your questions answered live.
2 June 2026 All day
Registration is now open for the annual SIMA-Fundserv Golf Classic. Join us for a day of golf and networking while building industry connections with clients, colleagues and friends—all in support of a worthy cause. Fundserv and the Securities and Investment Management Association (SIMA) are proud to once again partner in support of JA Canada.
JA Canada collaborates with educators, volunteers and organizations across the country to deliver hands-on, immersive and digital learning experiences for young people. Their programs focus on developing transferable skills in work readiness, financial health and entrepreneurship, with a strong commitment to accessibility and inclusivity for all learners.
Event details:
Pricing:
Enter the following codes to access member pricing during registration:
For questions about registration or sponsorship opportunities, contact Melissa Wood, SIMA, at mwood@sima-amvi.ca
22 July 2025 @ 13:00 – 14:00
Join us on July 22, 2025, from 1 to 2 pm ET, for a live online forum. We will discuss the enhancements anticipated for Fundserv’s V36 Release and how these ultimately work to support our members. We invite members to ask questions and share the registration link with the relevant teams in their organization.
The forum will be held in English; however, members can ask questions in English and French during the Q&A portion. A French-adapted recording will be available on the member site at a later date.
About Fundserv’s Version Release
The Version Release (or V Release) is our annual update to the Fundserv Standards, which are established in collaboration with our members. V Release introduces enhancements to the Fundserv network to improve processes and the flow of business, as well as account for any regulatory or industry-driven changes. V Release is ultimately designed to help reduce time, cost and risk associated with members’ operation through the services we offer.
If you have any questions, contact our Industry Engagement team by email at RM@fundserv.com.
3 June 2025 All day
Save the date for the annual SIMA-Fundserv Golf Classic! Enjoy a day of golf and networking while building industry connections with clients, colleagues, and friends, all in support of a worthy cause. Fundserv and the Securities and Investment Management Association (SIMA) are teaming up to support JA Canada.
JA Canada partners with educators, volunteers, and organizations nationwide to provide young people with hands-on, immersive, and digital learning experiences through their network of local offices. They are dedicated to ensuring accessibility and inclusivity, offering programs that help youth develop transferable skills in work readiness, financial health, and entrepreneurship.
Twosome: $800 for Fundserv or SIMA members, or $1,000 for non-members
Foursome: $1,600 for Fundserv or SIMA members, or $2,000 for non-members
Hole sponsor: $2,000 for Fundserv or SIMA members, or $2,500 for non-members
Enter these codes to access member pricing:
If you have any questions about registration or becoming a sponsor, contact Melissa Wood, SIMA, by email at mwood@sima-amvi.ca.
11 June 2024 All day
This year, Fundserv and the Investment Funds Institute of Canada (IFIC) are teaming up to support JA Canada. Join us at the IFIC-Fundserv Golf Classic to build industry ties with clients, colleagues and friends and raise money for a worthy cause, as you enjoy a full day of golf and networking. All proceeds will be donated to JA Canada.
JA Canada collaborates with educators, volunteers and organizations across Canada, through their network of local offices, to deliver hands-on, immersive and digital learning experiences to young people. They commit to ensuring accessibility and inclusivity through programs that help youth build transferable skills in work readiness, financial health and entrepreneurship.
Foursome: $1,600 for Fundserv or IFIC members, or $2,000 for non-members
Twosome: $800 for Fundserv or IFIC members, or $1,000 for non-members
All participants are invited to breakfast and registration between 7:30 am (ET) and 8:30 am (ET). Tee off will begin at 9:00 am (ET).
Please note that registration is now closed.
If you have any questions, contact Melissa Wood, IFIC, by email at mwood@ific.ca.
