Wealth Management Services provides transactional and information services to two distinct markets: mutual funds and managed accounts. With approval from the Securities and Exchange Commission, we will offer similar services to participants in the alternative investment community.
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| April 15, 2008 | Dear Customers and Friends:... |
| April 15, 2008 | Managed Accounts Service Moves Closer To Industry Launch... |
| April 15, 2008 | Supporting the 529 Plan Market... |
| April 15, 2008 | Growing Roster of Companies Sign On For Cost-Basis Service ... |
| April 15, 2008 | Fund/SERV, Networking Fees Cut by a Third... |
| April 15, 2008 | Mark Lancaster New VP for AIP... |
| April 15, 2008 | NSCC Processes Rising Volume of CITs... |
| April 15, 2008 | New Profile Database Makes Life Easier for Mutual Fund Indus... |
| April 15, 2008 | EuroCCP Receives FSA Approval as Recognised Clearing House... |
| April 15, 2008 | News from the DTCC Complex ... |
Wealth Management Services is a newly expanded business unit of DTCC, reflecting a growing emphasis by our customers on expanding their businesses beyond mutual funds into other related areas.
This diversification has given DTCC an opportunity to develop new processing solutions; one is our Managed Accounts Service, the other is a service in development that will standardize and automate the processing and settlement of alternative investment transactions.
Fund/SERV®, Networking Fees Cut by a Third
Fees for two of our highest-volume services for the mutual fund industry have been reduced, representing reduction of $18.4 million for customers.
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Customer Service
1.888.382.2721
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1.212.855.8877
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1.212.855.5472