Our number one industry ranking means a commitment to flexibility and extraordinary servicing. We employ a customized servicing philosophy that has been a proven winner for our clients and their shareholders in the investment management industry.

As the largest full-service mutual fund transfer agent in the United States, our focus on quality service and advanced technology enables us to offer significant customized benefits. We support multi-class, master/feeder, front load, back load, no-load, 12b-1, retail, institutional and closed-end fund products, as well as all distribution channels including retail, institutional, captive broker/dealer, third-party broker/dealer, bank distribution and supermarkets.

PFPC has adopted a "Best-in-Class" initiative to integrate the standardization of processes and measurements, as well as top-notch practices across the company. Our commitment to exceptional service delivery is focused on three primary pieces of our organization:  the people, the processes and the technology.

Shareholder Services

PFPC handles all types of transactions related to a mutual fund shareholder account. We process transactions generated from multiple sources, including NSCC, direct mail, telephone trades, customized interfaces with our clients and the Internet. We process dividend and capital gain distributions and support money movement via ACH, Fed wire, debit card, checkwriting, NSCC and check disbursement. Our automated workflow processes ensure that virtually all documents are processed in the most timely, efficient and secure manner.

We offer multiple support levels, including full, remote and shared-service arrangements, along with on-site service teams. Through our full-service arrangement, PFPC can satisfy all of your shareholder needs.

On the other side of the spectrum, PFPC's remote-service relationship allows you to manage the process in-house while using PFPC's technology and support services. Our shared-service relationship offers a joint responsibility for servicing between you and PFPC.

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Call Center Services

PFPC offers an independent teleservicing/ teleprospecting/telesales operation dedicated exclusively to the fund industry. Audio response technology supports automated shareholder access to account, tax and fund information, at any time.

Broker Services

PFPC has a dedicated team of NASD licensed representatives that support the broker channel. Additional services include commission and 12b-1 payment processing, NSCC support and broker inquiries.

Distribution Services

PFPC offers a wide range of distribution solutions to meet the individual needs of our clients, from Internet-enabled technology solutions to compliance and broker/dealer expertise.

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Retirement Services

PFPC supports retirement accounts by monitoring for IRS and fund compliance, responds to inquiries regarding retirement account questions and reports income and capital gains in IRS required formats.

Technology

PFPC's versatile transfer agency systems provide the ability to directly control processing, minimize downtime, customize shareholder services and access information remotely via electronic interfaces. Our systems have extensive data retention capacity and also permit multiple, real-time data accessing options. Built to process millions of transactions daily, our advanced platforms provide an optimum environment for supporting the growth and strategic initiatives of our clients.

E-Solutions

PFPC provides shareholders and brokers/financial advisors with Internet access to fund and account information via IMPRESSNet®, a secure, invisible processing engine that seamlessly integrates a range of browser-ready inquiry and transaction functionality into fund companies’ web sites.

IMPRESSPlus® is PFPC's answer to all of your customer service needs. This integrated desktop technology provides a flexible front-end platform, with a multi-tier architecture. Through the use of this technology, users will be able to reduce set-up time per call, manage more clients and navigate through all screens with ease.

As part of IMPRESSPlus, PFPC offers customer relationship management (CRM). CRM increases customer knowledge, builds profitable relationships, optimizes value and delivers exceptional client service.

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Advanced Output Solutions

PFPC meets clients’ unique communications needs. We offer everything from output design, laser printing, mailing, database management and print-on-demand to presort services, CD-ROM and electronic statement presentment over the Internet.
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System Administration

PFPC fully coordinates system conversions and start-ups, monitors system and product enhancements and provides remote system access and training.

Financial & Regulatory Reporting

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Daily Interface with Accounting Agent & Custodian

PFPC interacts extensively with accounting agents and custodians to coordinate shareholder activity and money movements.

Proxy Services

PFPC offers a full-service proxy solution. Our system, Proxy Advantage, enables us to provide expertise for large-scale projects, while delivering guaranteed quorum and comprehensive services at a fixed price.

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© 2001 PFPC Worldwide Inc. All rights reserved.
A member of The PNC Financial Services Group

 
 
 
 
 

Services

Shareholder Services

Call Center Services

Broker Services

Distribution Services

Retirement Services

Technology

E-Solutions

Advanced Output Solutions

System Administration

Financial & Regulatory Reporting

Daily Interface with Accounting Agent & Custodian

Proxy Services