We offer a flexible and comprehensive unit registry administration service to fund managers, trustees and custodians. You can access our services across a broad variety of retail and wholesale products, including:
- Managed investment schemes and trusts
- Life, funeral and education bonds
- Fixed interest products
- Structured products
- Stapled securities.
We are also looking to launch a number of exciting new initiatives in 2014, including a transaction processing solution called Calastone, as well as integration with XPLAN, Coin and Midwinter.
Installed unit registry software
If you want to perform your unit registry services in-house but don't want to be burdened with the responsibility of keeping software up to date, we offer unit registry software packages under licence. OV5 is a fully-featured, modern registry package that is used by a variety of financial services organisations.