Contingent Deferred Sales Charge (CDSC)

Calastone offers a number of unique benefits to the fund distribution community, and we found the speed of onboarding impressive. We look forward to working together to responsibly provide innovative products and an excellent client experience to the investment community. Head of Operations, Hermes Investment Management

Calastone’s ability to connect to the entire funds market without the need for the fund providers to incur costly technology spend will significantly increase our levels of STP. We are confident that Calastone’s low cost and easy-to-connect model will continue to attract ever more fund providers and transfer agents. Chief Operating Officer, Nucleus Financial

We are committed to constantly improving the user experience at all points along the user journey. Connecting to Calastone and automating our order flow means our clients will benefit from improved operational efficiency and even easier access to investment products from leading fund managers. Chief Executive, James Hay