Retaining a registered plan trustee for investment firms and mutual fund dealers
As self-directed registered accounts and Tax-Free Savings Accounts (TFSAs) become an increasingly popular method of exercising more control over savings, many investment advisors are experiencing an increase in the number and complexity of the accounts they administer.
Computershare acts as your trustee, in accordance with the requirements of the Income Tax Act (Canada), while your firm acts as our agent – handling administration, record keeping, tax reporting, safe custody of assets and all contact with your clients.
We provide comprehensive registered account trustee services for registered account products. We serve a diverse range of clients, from small regional brokerage firms to large national and international investment dealers and wealth managers.
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Wells Fargo CTS is now Computershare Corporate Trust
We offer a wide range of services that fulfill our clients’ unique and emerging needs in corporate and structured finance, debt issuance and mergers and acquisitions (M&A).
With the acquisition of Wells Fargo CTS in November 2021, Computershare Corporate Trust is among the top providers in the US ranking #1 in CMBS, CRE CLO and top 3 in RMBS, CLO, ABS and Investment Grade, Municipal and Convertible Debt. Our team of more than 2,000 employees continues our commitment to delivering the highest standards of service and value to our entire client base.
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