A clearly defined plan in the event of a settlement interruption is important, in order to reduce recovery time, risk and ensure operational efficiency for our members. Fundserv is currently developing a Net Settlement (N$M) Outage Playbook. The playbook will outline various settlement interruption scenarios and the corresponding Fundserv response actions. It is intended to […]
A clearly defined plan in the event of a settlement interruption is important, in order to reduce recovery time, risk and ensure operational efficiency for our members. Fundserv is currently developing a Net Settlement (N$M) Outage Playbook. The playbook will outline various settlement interruption scenarios and the corresponding Fundserv response actions. It is intended to […]
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 […]
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 […]
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 […]
