Investor Communications

Versatile two-way communication to keep you, your investors and their advisors equipped with the timely information all parties need. 

• Investor Account Values 

• Transaction History 

• Tax Documents 

• Statements 

• Profile & Preferences Changes 

• Question & Request Submission 

• Proxy Voting 

• Notifications 

• Marketing 

Printing & Mailing 

Secure, high-quality printing and mailing using premium materials, precision full-color rendering, on-time mail processing and volume shipping discounts. 

• Distribution Cheques 

• Statements 

• Client Communications 

• Proxies 

• Prospectus, IM’s/PDS 

• Marketing Materials 

Email Communications 

Electronic outreach to your investors supporting every aspect of their investment in your funds. 

• Notifications 

• Confirmations 

• Capital Calls 

• Tax Documents 

• Investment Updates 

• Proxy Solicitation 

• Marketing 

Call Center 

Experienced, friendly telephone representatives manage day-to-day investor and advisor questions, concerns and requests on operational matters. Calls on defined subjects are forwarded to management. Scripts can be prepared and followed by the phone team for any specified subject matter. 

• Calls Logged 

• Experienced, Friendly Telephone Representatives 

• Investor & Advisor Questions, Concerns & Requests 

• Calls on Specified Subjects Forwarded to Sponsor 

• Scripts Followed for Specified Subject Matter 

Proxies 

End-to-end proxy preparation, delivery and tabulation services ensure a smooth process. 

• Proxy Ballot Printing & Mailing 

• Proxy Solicitation via Mail & Email 

• Follow-up Solicitation 

• Voting by Mail, or Online via Secure Web Portal