Latest Past Events

Register for our upcoming V35 forum

Join us on July 17, 2024, from 2 to 3 pm ET, for a live online forum. We will discuss the enhancements anticipated for Fundserv's V35 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. About […]

IFIC-Fundserv Golf Classic in support of JA Canada

Glencairn Golf Club 9807 Regional Rd 25, Milton, ON, Milton

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 […]

FATCA-CRS Processing Working Group


As regulations continue to change, this Working Group aims to collaborate in the develop¬†the standards needed to support the regulatory, business and operation impacts imposed by Foreign and Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS). To review the Working Group mandate, meeting dates, meeting summaries and other documents, please refer to the […]