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Trade Talk - May 2013

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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

 

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Trade Talk® is provided for general information and reference purposes only and none of CIBC Mellon Global Securities Services Company, CIBC Mellon Trust Company, CIBC, The Bank of New York Mellon Corporation nor any of their affiliates make any representations or warranties as to its accuracy or completeness, nor do any of them take any responsibility for third parties to which reference may be made. 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, and the statements contained herein, are not an offer or solicitation to buy or sell any products (including financial products) or services mentioned and should not be construed as such. The contents may not be comprehensive or up-to-date, and no responsibility is taken for updating any information contained within this document. Information contained in this document is subject to change without notice. This document must not be reproduced either in whole or in part, without the express written permission of CIBC Mellon. CIBC Mellon assumes no liability (direct or consequential or any other form of liability) for any errors in or reliance upon this information. Trademarks, service marks and logos belong to their respective owners. ® Copyright CIBC Mellon 2014 All rights reserved.

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
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