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 […]
At Fundserv, we are dedicated to maintaining a secure and resilient network by implementing practices that safeguard our members from potential threats. Enhance your cybersecurity knowledge with our webinar series featuring insights from our cybersecurity partner, Mandiant. Learn about cyber threat actors and the Canadian threat landscape. Discover the evolution of social engineering and ransomware […]
Our commitment to privacy and data protection is integral to how we build, collaborate and support members. Canadian privacy laws emphasize that organizations retain personal information only for the necessary duration and use the minimum amount required to perform job functions. The working group will focus on two critical privacy objectives: To review the working […]
At Fundserv, we are dedicated to maintaining a secure and resilient network by implementing practices that safeguard our members from potential threats. Enhance your cybersecurity knowledge with our webinar series featuring insights from our cybersecurity partner, Mandiant. Learn about the latest cyber trends, from the use and abuse of artificial intelligence (AI) to supply chain […]
