PLEASE NOTE: 5498 Tax Forms are now available in the Client Portal
Forge Trust
PLEASE NOTE: 5498 Tax Forms are now available in the Client Portal
PLEASE NOTE: 5498 Tax Forms are now available in the Client Portal

We Know Safe Keeping

Don’t leave safety to chance

When it comes to the collection and storage of investor documents we understand the critical importance of protecting the safety of these assets and managing the associated risks.

We provide a safe and secure environment that meets regulatory and fiduciary obligations

Our safekeeping services are designed to the highest standards to meet the requirements of investment issuers and financial advisors. Knowing that your documents are being kept safe allows you to focus on what you do best – namely managing your core business. As an extension of your back office we will manage the entire safekeeping process for you and your clients.

You can rely on us to:

  • Track, receive and verify documents
  • Electronically image all documents
  • Distribute accurately when required
  • Report on and audit any document in transit
  • Securely destroy documents as required

Understanding how your documents are safeguarded and working with an experienced custodian is important especially in our ever-evolving and constricting regulatory environment.

Plus, we offer you:

  • A dedicated client account service team only a phone call away
  • An economical solution with our reasonable fee structure
  • The flexibility to meet your unique needs

Enjoy the comfort and security of knowing that your documents are held with an experienced custodian.

Have a question

Contact us at [email protected]