Sticky-button
Contact us
Hero background image

Contingent Deferred Sales Charge (CDSC)

Optimise fund management with CDSC

Calastone’s Contingent Deferred Sales Charge (CDSC) enhances fund managers’ efficiency by automating the CDSC investment process. This reduces manual tasks such as report creation and redemption fee calculations, lowers risk, and improves fund positioning. Enhanced reporting capabilities can enable swift responses to product and compliance queries.

Products image
  • icon image
    Speedy product launches

    Satisfy internal risk requirements and launch new CDSC funds more quickly and efficiently.

  • icon image
    Automated data migration

    Our proven migration tools support the transfer of existing share classes and facilitate new product launches.

  • icon image
    Supporting different calculation methods

    Supports ‘Cost Value’, ‘Market Value’, ‘Lower of’ calculation models.

  • View factsheet

Explore other solutions

Mutual Funds

Explore how our suite of mutual fund services can bring operational efficiency and drive distribution

Order Routing

Settlements

Share Class Conversions

Transfers

Dividends

Reporting

Money Market Funds

Optimise the liquidity investment process

Money Market Services

ETFs

Primary market ETF administration and servicing

ETF Servicing

webinar image

Webinar

Introducing Calastone Contingent Deferred Sales Charge (CDSC)

On Demand

Speakers
  • Yumi Yung Client Relationship Director , Calastone
  • Justin Christopher Head of Asia, Calastone
Watch webinar

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

Related Insights

How can we help?

Reach out and a member of our team will be happy to help.

Contact us

4.0k+

More than 4,000 clients process trades through our network

40k+

We operate in excess of 40,000+ trading links

56

We connect funds across 56 different countries and territories for truly global coverage

£250bn

Processing £250 billion of investment value each month

Featured articles