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 […]
12 events found.
Events
-
-
Online
-
-
IFIC-Fundserv Golf Classic in support of JA Canada
Glencairn Golf Club 9807 Regional Rd 25, Milton, ON, Milton, CanadaThis 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 […]
-
-
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 […]
-
-
Fundserv sponsored webinar: Who is attacking? Why and how?
OnlineAt 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 […]
-
-
New Personal Information Review Working Group launches November 13, 2024
OnlineOur 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 […]
-
-
Fundserv sponsored webinar: Recent cyber trends and how to protect yourself
OnlineAt 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 […]
-
-
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 […]
-
-
SIMA-Fundserv Golf Classic in support of JA Canada
Lionhead Golf Club 8525 Mississauga Road, Brampton, Ontario, CanadaSave 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 […]
-
-
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 […]
-
-
Register now for your first look at Fundserv’s transfer platform!
OnlineFundserv 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 […]
-
-
SIMA-Fundserv Golf Classic in support of JA Canada
Lionhead Golf Club 8525 Mississauga Road, Brampton, Ontario, CanadaRegistration 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 […]
-
-
Fundserv sponsored webinars—Hedge against hacks: fortifying our mutual protection
Lionhead Golf Club 8525 Mississauga Road, Brampton, Ontario, CanadaAt 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 […]