Unitholder Recordkeeping Services
CIBC Mellon is a leader in the Canadian unitholder recordkeeping and mutual funds asset transfer agency market within the investment funds industry. We offer a full suite of integrated products designed to satisfy the entire breadth of fund company, financial advisor and individual investor needs and requirements.
Enhancing business
CIBC Mellon’s Unitholder Recordkeeping Services enhance our client’s business and operating performance in a variety of ways, including:
- Accelerate your fee revenues, distribution and assets under management
- Enhance your client service levels
- Improve your firm’s productivity and data analytics capabilities
- Reduce your operating cost, hassle and risk
Globally-proven products
Our product suite is supported by globally-proven technology and the Canadian asset servicing industry’s best client service and product management infrastructure. Our products are supported by advanced imaging and workflow technology that delivers high process productivity and control. Our Unitholder Recordkeeping Services integrate seamlessly with our other asset servicing products including custody, performance & risk analytics and fund accounting.
CIBC Mellon delivers a full range of products and services for the fund company, advisor and investor:
- Transaction Processing
- Registered & Estate Plan Administration
- Trust Accounting
- Dealer Services
- Call Centre
- Product & Distribution Enablement
- Project Management
Each product is supported by our responsive Dealer Services team and Call Centre operations as well as a local base of subject matter experts in areas which support our offerings to you.