Skip to content

We're Sorry

This service is not offered in your region.

Specialty Services

Reduce costs and diversify your investors or customers with our specialty programs that can lead to long-term stable funding sources.

Video: Corporate Liquidity Program (1:54)

 

Implement corporate liquidity or retained asset programs with comprehensive solutions that can help you:

  • Earn financial benefits from the spread between your cost of funds / investment return and the rate you pay your investors or customers
  • Benefit from existing relationships, programs and communication tools
  • Gain access to flexible technology and operating infrastructure
  • Maximize participation levels with flexible interest rate setting options
  • Acquire end-to-end support for your start-up or conversion program

 

Corporate Liquidity Program


Expand and diversify your investor base with a viable alternative to short-term funding. Designate your affinity groups, employees, retirees, clients, vendors and other individuals or companies as eligible investors in an investment program sponsored by your company. We provide a full-service outsourcing solution to implement and manage a successful program.

 

Retained Asset Services


Offer beneficiaries an alternative settlement option for insurance claim payments. Give the beneficiary time to defer stressful financial decisions at a time when prudent financial planning is especially important. This gives you the opportunity to lay the groundwork for a long-term relationship with account holders while keeping unredeemed policy proceeds in your investment pool for an extended time.

 

 

 

 

Our Clients

Our Asset Servicing group offers services and solutions to a wide range of clientele. Some of our key clients include: