• 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 […]

  • Privacy forum: learn about new data retention standards effective October 1, 2025

    Fundserv is committed to maintaining a secure network that enables members to conduct business with confidence. As part of this commitment, Fundserv is reducing the retention period for production data from files and web screens. Starting October 1, 2025, the retention period will be reduced from 90 days plus the current month to 45 calendar […]

  • Register for our upcoming V36 forum

    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 […]

  • Register now for your first look at Fundserv’s transfer platform!

    Online

    Fundserv is excited to invite members to a dedicated forum introducing our new transfer platform, which is designed to streamline external transfers between Distributors.  Register today for a live preview of our upcoming transfer platform built to reduce errors, flag and communicate transfer impediments early, and help enhance the investor experience. If you have any […]

  • Fundserv sponsored webinars—Hedge against hacks: fortifying our mutual protection

    Lionhead Golf Club 8525 Mississauga Road, Brampton, Ontario, Canada

    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 […]