25+
Years
Experience servicing CITs
Comprehensive support for collective investment trusts
Retirement plan sponsors are turning to collective investment trusts (CITs) because of their lower operating costs, the customization flexibility and the simplified structure that allows them to be established more quickly.
Our teams have the in-depth knowledge needed to support the specific demands of CITs – so you can offer a simpler, more attractive product structure to access growing retirement plan markets, especially plans looking for a customized solution and smaller pension plans. Our services help you bring products to market quickly.
360+
Collective funds
Currently serviced by our teams, as of June 30, 2019
We offer the following:
- Trustee services
- Accounting and administration services
- Transfer agency
- Compliance support
- Distribution services