RBC Dexia Investor Services provides clients with the full spectrum of shareholder services including: registrar and transfer agency, cash management, fee processing, dedicated quality assurance, e-business facilities (i.e. clearing, online dealing, SWIFT, NSCC etc.), investor communication (distributor and shareholder) and reporting.
RBC Dexia’s comprehensive shareholder services capability is supported by our proprietary global platform, SARA, designed to meet the investment needs of both retail and institutional clients around the world. Easily accessible through a client server or an Internet interface, our platform operates in a real-time environment and is available in six languages. It also features multi-currency, multi-class, multi-share class and multi-promoter applications, and has the capability to accommodate both accumulating and distributing share classes.
The platform’s modular design (input, inquiry, reports, reconciliation, cash, administration etc.) allows clients to maintain a high level of rights' access control. It is easy to grant limited access to promoters, distributors and back offices while maintaining a high degree of control over the visualisation of specific client data.
Key functionality includes:
For more information on this and other services, contact your local RBC Dexia representative.
