Equitable Investing

Safe, open and cost effective – we are helping the global funds industry to meet the challenges of an ever-changing landscape.

We help investors, fund managers, transfer agents, fund platforms and other CSDs manage the growing pressures from technology, regulatory change and investor demand through our:

network - 1200+ administrators from 30 domiciles, centralised through one channel
flexible order execution to settlement service
coverage - mutual, money market, alternative funds and ETFs
full transparency throughout the distribution chain
relationships with market associations

Real-time order confirmation and status updates
Possibility to delegate order placement to underlying clients
Large range of connectivity options: browser, upload, Swift, FIX and third party APIs
Multi-currency dealing across a wide fund universe

Account opening for the full suite of funds − includes all the appropriate AML KYC controls
Flexible account structure options − designed to meet different business requirements (omnibus / segregated)
Reconciliation and standardised reporting − covers your entire portfolio and disclosure reporting for fund managers
Corporate events – get notification of all corporate events, from annual general meetings to the declaration of entitlements
Fund data – access to our centralised funds database for details of net asset values (NAVs), cut-off times, subscription amounts, settlement currencies, support for account opening and administration forms and more

Partnership for Growth

Just follow our step-by-step guide

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