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This provides access to documentation and information necessary for Insurance & Retirement Services' (I&RS) customers to implement I&RS products.

Public Documents

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Feb 08, 2016 Account Product Detail by Holding Company - Active Distributors Acrobat .pdf

Feb 08, 2016 Account Product Detail by Holding Company - Active Carriers Acrobat .pdf

Jan 01, 2010 393KB pdf

Feb 06, 2009 The Fee Calculator worksheets can help to determine estimated costs. 31KB MS-Excel .xls

Additional Resources

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    FAM

    Fund managers can track money movement within their investment portfolios for variable annuity and life insurance products with DTCC's FAM service. Learn more.

    Overview
  • News

    Read the latest updates about DTCC's FAM service which gives asset managers the ability to track money movement within their investment portfolios of variable products.

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  • Legal

    View the latest Importance Notice

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