Computershare > Corporate Trust > Private Capital Solutions

About Private Capital Solutions

In mid-December Computershare announced the sale of its Private Capital Solutions business to Olympia Trust Company (OTC). We expect the sale to close on December 31, 2021 and will begin migrating accounts shortly afterwards. We’ll continue to service these accounts until they move over to OTC.

Benefits for you, your clients and investors include:

  • Account holders will receive 24/7 online access to their accounts via Computershare’s web portal.
  • Holders have the option to contribute cash, physical certificates and electronically held securities.
  • Our coast-to-coast presence in Canada, with offices in Vancouver, Calgary, Toronto and Montreal means that we are there for you, anywhere, any time, with bilingual services.
  • We are authorized to act as trustee in all jurisdictions across Canada, providing you with complete confidence when dealing with clients across the country.



Benefits For Dealing Representatives (DRs) and Exempt Market Dealers

As a Dealing Representative, you strive to always deliver the best value solution for your clients.

Computershare provides comprehensive account administration services, while delivering enhanced reporting through industry-leading web portals, simplified pricing, and improved client onboarding. We understand the challenges, complexities and costs you experience while servicing your clients.

  • Our web portal for Dealing Representatives is easy to use and puts the data you need at your fingertips.
  • With a large suite of standard and customized reports, we empower you with the tools to make better decisions and plan for your business needs.
  • Robust business dashboard and client look-up tools help you identify investment opportunities, target specific client segments, and improve your client communication and retention efforts.
  • Our solution quickly generates pre-populated forms for you to easily onboard new clients.

 

Peace of Mind

You can count on us to deliver, every time, with a national presence, local expertise, and the strength, stability and security of a global, publicly-traded company.

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