News

|

Search

|

Sitemap

|

Contact us

Home

About Us

Services

Technology

Careers

Management

Portal

Fund Accounting & Valuation

Shareholder Servicing

Compliance Services

Custodial Services

Compliance Services

  • Coordinate and assist with annual external audit
  • Assistance with tax filings, including tax slips for investors, and trust & partnership returns
  • "Know Your Client" and anti-money laundering procedures
  • Assistance with regulatory filings and compliance
  • Bare trustee services provided by Caledon Trust Company, Commonwealth Fund Services' parent