News Room
News & Press Releases
Events
Publications
Trade Talk
Media Resources
 
 

Trade Talk - May 2013

To print the entire newsletter, download PDF version.

 

Table of Contents
 
In this issue...


Help for what ails you

Clients in Canada and around the world are under siege from multiple directions, as the demands for more reporting, more transparency, and compliance with more regulations come up against relentless pressure to contain costs and improve performance.


Federal Budget tax proposals may impact CIBC Mellon clients

A number of significant tax proposals in the budget that may affect CIBC Mellon's clients. Find out how.


The customized, self-serve future of investment reporting

From asset allocation to key portfolio metrics to compliance requirements, managers are facing substantial human and financial capital investment to meet today’s appetite for reporting.


New options available to customize pension plan member communications

We've made a number of improvements to the communications that your pensioners and members receive from CIBC.Mellon. Take a closer look.


Working towards a more valued partnership and client experience

We work in an environment with many challenges including a constantly evolving regulatory environment; ongoing technological change; economic headwinds such as the ongoing low interest rate environment and the growing demands from many stakeholders for expanded reporting and disclosure. Our goal remains: to align our priorities with those of our clients and their investment managers and deliver an outstanding experience.


This issue by:

  • David Linds
  • Simon Lee
  • Mary O’Leary
  • Cathy Lewis
  • Sheila Munro

 

*  *  *

 

Trade Talk® is provided for general information purposes only and CIBC Mellon Global Securities Services Company, CIBC Mellon Trust Company, CIBC, The Bank of New York Mellon Corporation and their affiliates make no representations or warranties as to its accuracy or completeness. Readers should be aware the content of this publication should not be regarded as legal, tax, accounting, investment, financial or other professional advice nor is it intended for such use.

IN THIS ISSUE
Table of contents Help for what ails you Federal Budget tax proposals may impact CIBC Mellon clients The customized, self-serve future of investment reporting New options available to customize pension plan member communications Working towards a more valued partnership and client experience
PRINTING INSTRUCTIONS
To print an article, you can either click your browser's print icon or click “file” then “print” in your browser’s menu bar.

To print the entire newsletter, download PDF version.