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 […]
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 […]
