GIDS

Perennial Partners Selects SS&C for Unit Registry Services

Retrieved on: 
Tuesday, April 2, 2024
SS&C, Perennial plant, MFA, Digital, Unit trust, GIDS, Acquisition, Iress, Active management, ETF, Financial adviser

WINDSOR, Conn., April 2, 2024 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Perennial Partners, a leading Australian asset manager, has retained SS&C Global Investor and Distribution Solutions (GIDS) for unit registry services.

Key Points: 
  • WINDSOR, Conn., April 2, 2024 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Perennial Partners, a leading Australian asset manager, has retained SS&C Global Investor and Distribution Solutions (GIDS) for unit registry services.
  • "As we've grown, we have wanted to streamline unit registry / call centre services across all of our products listed Managed Funds, Unit Trusts and VCLP/Private Asset," said Suzanne Bentley, Head of Operations at Perennial.
  • SS&C's services will include transaction and distribution processing, AML/KYC, regulatory reporting, call center services and the Digital 360 investor services suite.
  • We look forward to working with Perennial Partners to provide their investors and advisors with the best service experience."

Schroders Personal Wealth selects SS&C for Transfer Agency

Retrieved on: 
Thursday, January 11, 2024
Risk, GIDS, Partnership, Lloyds Banking Group, SS&C, AUM, Schroders, SPW

WINDSOR, Conn., Jan. 11, 2024 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced a new relationship with Schroders Personal Wealth (SPW), the financial planning joint venture between Schroders plc and Lloyds Banking Group.

Key Points: 
  • WINDSOR, Conn., Jan. 11, 2024 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced a new relationship with Schroders Personal Wealth (SPW), the financial planning joint venture between Schroders plc and Lloyds Banking Group.
  • Schroders Personal Wealth offers holistic financial planning solutions throughout the U.K., including retirement planning, investment management, estate planning and more.
  • "We are delighted to have been chosen to provide Schroders Personal Wealth with efficient transfer agency, digital investor capabilities and end-to-end operational support," said Damien Barry, Head of SS&C GIDS EMEA.
  • SS&C's end-to-end solutions offer unparalleled support for transfer agency operations, global compliance, and seamless connectivity for asset managers.

Schroders Personal Wealth selects SS&C for Transfer Agency

Retrieved on: 
Thursday, January 11, 2024
Risk, GIDS, Partnership, Lloyds Banking Group, SS&C, AUM, Schroders, SPW

WINDSOR, Conn., Jan. 11, 2024 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced a new relationship with Schroders Personal Wealth (SPW), the financial planning joint venture between Schroders plc and Lloyds Banking Group.

Key Points: 
  • WINDSOR, Conn., Jan. 11, 2024 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced a new relationship with Schroders Personal Wealth (SPW), the financial planning joint venture between Schroders plc and Lloyds Banking Group.
  • Schroders Personal Wealth offers holistic financial planning solutions throughout the U.K., including retirement planning, investment management, estate planning and more.
  • "We are delighted to have been chosen to provide Schroders Personal Wealth with efficient transfer agency, digital investor capabilities and end-to-end operational support," said Damien Barry, Head of SS&C GIDS EMEA.
  • SS&C's end-to-end solutions offer unparalleled support for transfer agency operations, global compliance, and seamless connectivity for asset managers.

Dimensional Fund Advisors Extends Transfer Agent Relationship with SS&C

Retrieved on: 
Wednesday, November 15, 2023
DFA, Dimension, GIDS, Growth, Dimensional Fund Advisors, SS&C

"We value our ongoing relationship with SS&C as a high-quality transfer agent," said David Kavanaugh, Global Head of Investment Operations.

Key Points: 
  • "We value our ongoing relationship with SS&C as a high-quality transfer agent," said David Kavanaugh, Global Head of Investment Operations.
  • With the distinction of being the globe's largest transfer agent, SS&C GIDS offers a comprehensive suite of investor services.
  • "We are honored to expand our valued relationship with Dimensional Fund Advisors," said Nicole Greene, head of SS&C GIDS, U.S. "At SS&C GIDS, we are unwavering in our commitment to pioneer state-of-the-art solutions and set unparalleled service benchmarks.
  • We look forward to working with Dimensional Fund Advisors to support their growth in the U.S. and globally."

SS&C Hires ICI's Joanne Kane to Lead Compliance Efforts for U.S. Registered Funds

Retrieved on: 
Tuesday, May 2, 2023
Investment Company Institute, ICI, Columbia Threadneedle Investments, SS&C Technologies, Risk management, GIDS, SS, Risk, Knowledge, Fraud, Automation, Financial adviser, SS&C

WINDSOR, Conn., May 2, 2023 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the appointment of Joanne Kane as Chief Compliance Officer for SS&C Global Investor and Distribution Solutions (GIDS), U.S. She will lead efforts to identify and support the complex compliance and risk management needs of SS&C's registered fund clients in the U.S.

Key Points: 
  • "We are thrilled to welcome Joanne to SS&C as Chief Compliance Officer for GIDS U.S.," said Nicole Greene, Head of SS&C GIDS, U.S. "Joanne is a deeply respected compliance and governance industry expert.
  • Building on SS&C's mission to leverage people and technology to transform businesses and with Joanne at the helm of GIDS U.S.
  • Compliance, we will advance our commitment to helping clients manage risk and meet their compliance obligations."
  • SS&C GIDS U.S. leverages decades of industry leadership in delivering innovative, technology-powered solutions and services to the global regulated funds industry.

Capital Group Selects SS&C to Provide Transfer Agency for U.K. Fund Launch

Retrieved on: 
Wednesday, January 25, 2023
Capital Group Companies, UK, OEIC, SS&C, Customer, SS, GIDS, LRG Capital Group, Cryptocurrency

WINDSOR, Conn., Jan. 25, 2023 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Capital Group has appointed SS&C Global Investor and Distribution Solutions (GIDS) to provide transfer agency services for its recently launched UK OEIC, the Capital Group U.K. – Global High Income Opportunities Fund.

Key Points: 
  • WINDSOR, Conn., Jan. 25, 2023 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Capital Group has appointed SS&C Global Investor and Distribution Solutions (GIDS) to provide transfer agency services for its recently launched UK OEIC, the Capital Group U.K. – Global High Income Opportunities Fund.
  • Capital Group is one of the world's largest and most experienced investment companies, with assets under management of over US$ 2.1 trillion.
  • SS&C GIDS is a transfer agent to Capital Group in the U.S .
  • "We are truly excited to collaborate with Capital Group on the launch of the new U.K. fund," said Spencer Baum, Head of Client Service and Relationship Management at SS&C GIDS.

Capital Group Selects SS&C to Provide Transfer Agency for U.K. Fund Launch

Retrieved on: 
Wednesday, January 25, 2023
Capital Group Companies, UK, OEIC, SS&C, Customer, SS, GIDS, LRG Capital Group, Cryptocurrency

WINDSOR, Conn., Jan. 25, 2023 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Capital Group has appointed SS&C Global Investor and Distribution Solutions (GIDS) to provide transfer agency services for its recently launched UK OEIC, the Capital Group U.K. – Global High Income Opportunities Fund.

Key Points: 
  • WINDSOR, Conn., Jan. 25, 2023 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Capital Group has appointed SS&C Global Investor and Distribution Solutions (GIDS) to provide transfer agency services for its recently launched UK OEIC, the Capital Group U.K. – Global High Income Opportunities Fund.
  • Capital Group is one of the world's largest and most experienced investment companies, with assets under management of over US$ 2.1 trillion.
  • SS&C GIDS is a transfer agent to Capital Group in the U.S .
  • "We are truly excited to collaborate with Capital Group on the launch of the new U.K. fund," said Spencer Baum, Head of Client Service and Relationship Management at SS&C GIDS.

Quilter Investors Extends Transfer Agent Relationship with SS&C

Retrieved on: 
Tuesday, January 17, 2023
SS&C, Partnership, OEIC, SS, GIDS, Quilter plc, Financial adviser

WINDSOR, Conn., Jan. 17, 2023 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Quilter Investors Limited, the fund management arm of Quilter Plc, has extended its long-term transfer agency relationship with SS&C Global Investor and Distribution Solutions (GIDS).

Key Points: 
  • WINDSOR, Conn., Jan. 17, 2023 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Quilter Investors Limited, the fund management arm of Quilter Plc, has extended its long-term transfer agency relationship with SS&C Global Investor and Distribution Solutions (GIDS).
  • Quilter Investors specialises in the creation and management of multi-asset investment portfolios.
  • SS&C first started working with Quilter Investors in 2014.
  • We are committed to delivering industry-leading service levels to aid Quilter Investors in their retention and capture of new assets through multiple distribution channels."

Quilter Investors Extends Transfer Agent Relationship with SS&C

Retrieved on: 
Tuesday, January 17, 2023
SS&C, Partnership, OEIC, SS, GIDS, Quilter plc, Financial adviser

WINDSOR, Conn., Jan. 17, 2023 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Quilter Investors Limited, the fund management arm of Quilter Plc, has extended its long-term transfer agency relationship with SS&C Global Investor and Distribution Solutions (GIDS).

Key Points: 
  • WINDSOR, Conn., Jan. 17, 2023 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Quilter Investors Limited, the fund management arm of Quilter Plc, has extended its long-term transfer agency relationship with SS&C Global Investor and Distribution Solutions (GIDS).
  • Quilter Investors specialises in the creation and management of multi-asset investment portfolios.
  • SS&C first started working with Quilter Investors in 2014.
  • We are committed to delivering industry-leading service levels to aid Quilter Investors in their retention and capture of new assets through multiple distribution channels."

Fundsmith Extends Transfer Agent Relationship with SS&C

Retrieved on: 
Monday, December 19, 2022
Fundsmith, Software, LLP, SS&C, Multimedia, Organic, SS, Investment, Philosophy, GIDS, Security (finance), Management

Fundsmith and SS&C first partnered when Terry Smith launched Fundsmith in 2010, with SS&C providing fund administration technology and services.

Key Points: 
  • Fundsmith and SS&C first partnered when Terry Smith launched Fundsmith in 2010, with SS&C providing fund administration technology and services.
  • Since then, Fundsmith has grown into one of the U.K.'s leading fund managers, with GBP22.2 billion in assets in its award-winning Fundsmith Equity Fund at the end of November 2022.
  • "The Fundsmith Equity Fund today is the largest active equity mutual fund in the U.K. with circa 40,000 investors.
  • "After 12 years, we are pleased to continue our relationship with Fundsmith," said Damien Barry, Head of EMEA, SS&C GIDS.