As an Exempt Market Dealer, Issuer, or Dealing Representative, is the burden of administration and reporting getting in the way of you servicing your clients and growing your business?

Computershare understands the challenges and complexities you face. Our solution for EMDs and DRs provides all-inclusive record-keeping, account administration and investor communications services combined with industry-leading technology to relieve your administrative burden and help you get on with servicing your clients.

 Talk to us about how we can help support your business objectives

We’d love to hear from you. To book a demo or to learn more about our Private Capital Solutions, please send us a message using the form below:

 Technology solution that puts data at your fingertips

Our web portal for EMDs and DRs is easy to use and unmatched in the industry, simplifying your processes and providing you with enhanced tools to access the information you need:

Easy-to-use reporting tools

Mine the data you need to grow your business.

Personal rate of return calculator

Easily update your clients on their investments.

Mobile-friendly investor platform

Your clients can easily access and view their holdings.

Enhanced Investor Communications

Producing and delivering investor statements can be a costly, inefficient and cumbersome process for exempt market dealers. Computershare’s statement composition, distribution and archive solution can help you enhance your investors’ experience across a range of channels.

  • Enable your investors to access their statements through their preferred channel

  • Data captured from proprietary or third party sources are aggregated into statements that help fulfill compliance and reporting requirements

  • Improve customer service with easy access to any investor statement

Securities Recordkeeping

Gain a complete view of your stakeholders—from investors to employee share plan participants—and facilitate rapid and efficient movement of securities, with an outsourced solution from a leading transfer agent in the world.

  • Maintaining your investor register

  • Paying dividends

  • Administering dividend reinvestment programs

  • Managing tax slips

  • Scrutineering annual and special shareholder meetings

 Simplified pricing model and savings for your clients

Our pricing model offers more value to your clients, with greater transparency for how much, and how often, they will be billed:

Discounted secondary accounts

With all secondary accounts equally treated

Lower upfront costs

With annual fees billed in arrears

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.

A federally regulated trust company*, we are licensed to operate in all jurisdictions across Canada, ensuring that we are there to help you service your clients, wherever they are located.

 Gain more insights into the industry

​Learn more from these articles written by our business leaders, featured in the Private Capital Markets magazine.

*Computershare is federally regulated and on the FSCO list of Loan and Trust Companies Registered in Ontario. We are licensed to act as a trust company in all jurisdictions across Canada.
© 2018 Computershare Trust Company of Canada. All rights reserved. The information contained herein is general in nature and is not intended to provide legal or tax advice. Applicability to specific situations should be determined through consultation with your legal and/or tax advisor.