Calastone Contingent Deferred Sales Charge (CDSC)

Calastone CDSC, part of Calastone DMI Fund Services [link to], lets fund managers and their TAs digitalise the CDSC investment process to improve investor servicing, remove risk and speed up the launch of new funds.

By automatically capturing and processing CDSC fund information fund managers, with the help of their TAs, can:

  • Enhance their fund profitability by reducing overall running costs
  • Give distributors better supported products to sell
  • Fulfil key processing requirements quickly and accurately – from the conversion of investor holdings at the right time and calculation of exit fees to meeting ad hoc reporting requirements
  • Meet internal product and compliance requirements more easily

Webinar on demand: Introducing Calastone Contingent Deferred Sales Charge (CDSC)

Find out how Calastone CDSC enables fund managers and their TAs to digitalise the CDSC investment process thereby improving investor servicing, removing the risk of manual error and speeding up the launch of new funds.

This webinar provides a more detailed view on how Calastone CDSC automates the capture, recording and processing of sub account level information for each CDSC fund transaction so that fund managers can obtain a real time view of that status of each investment and relevant charges.

Want to learn more?

Get in touch and a member of our team will be in touch with you as soon as possible to help you fully understand how Calastone CDSC can enhance your business offering.

SUPERIOR SERVICE – Provide investors with better service levels by automating the CDSC investment process.

SPEEDY PRODUCT LAUNCHES – Satisfy internal risk requirements and launch new CDSC funds more quickly.

SPEED AND ACCURACY – Access investor information on-demand, minimise the chance of incorrect charging and automate the conversion from B to A-share holdings.


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