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