Private Capital Solutions for the exempt market

English > Business > Private Capital Solutions > Deliver shareholder recordkeeping and distribution services in the exempt market

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​About Private Capital Solutions

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Computershare Trust Company of Canada provides Dealing Representatives, Exempt Market Dealers, Private Issuers and their stakeholders with all-inclusive trustee, record keeping and account administration services for exempt market securities held in TFSAs, RRSPs, LIRAs, and non-registered accounts. ​

We are a federally regulated trust company, providing competitive account fees and more economical access to the exempt market.


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.

Open registered plan accounts for exempt market securities

Investors are looking for alternative asset classes to place in their registered plans to increase account diversification. By having accurate reporting and the ability to check their investments online, in real-time, investors receive a comprehensive view of the exempt market securities in their registered plans.
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​Provide registered plan accounts to your clients​


For Dealing Representatives (DRs) 
DRs and their clients will enjoy our lower administration costs and competitive pricing model that offers more cost-effective access to the exempt market.
With dedicated support for you and your clients, and the strength and reassurance of working with one of the largest trustees authorized to act in all jurisdictions in Canada, you will enjoy the peace of mind that comes from knowing the needs of you and your clients will always be attended to, anywhere, at any time.

For Exempt Market Dealers (E​MDs)
​EMDs who choose Computershare as their trustee will benefit from our ability to eliminate some of the challenging and costly complexities in servicing their clients, such as working with multiple providers for trustee services and account administration.

 

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Deliver shareholder recordkeeping and distribution services in the exempt market

With Computershare, Private Issuers can benefit from having both a full-service transfer agent and a registered product trustee, who can handle everything from account maintenance to recordkeeping. You will experience improved transaction processing and gain a better view of your securityholders through individually registered trust account positions, as well as gain efficiencies by streamlining your service providers.

To learn more about our services

Contact us