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References
Investment Counsellor Services Reference Guide

The Investment Counsellor Services Reference Guide provides convenient access to frequently used forms and agreements.
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Investment counsellor services

We understand you want superior performance from your Canadian investment administration partner. And you want accurate, timely and responsive solutions, to ensure that your clients are satisfied—and stay with you long term. RBC Dexia Investor Services ensures that our investment administration standards are consistently high by regularly measuring our service quality against more than 225 client-defined criteria.

The investment administration of your accounts will be led by a Client Service Manager who is backed by dedicated administrative and custody specialists. Frequently used forms and agreements to simplify the administration of your client accounts can be accessed directly from this site.

Client services teams in offices across Canada offer a variety of value added services that can be tailored to meet your needs—services designed to help you and your clients increase efficiency and effectiveness:

Online services

Viewfinder® allows you to draw current portfolio information from our database, view it on screen, generate customised reports or download it directly into your back-office systems. This will reduce the burden associated with manual administration - saving you time and money.

We offer a range of Online services including valuable market information, analytic tools and trend predictors.

Contractual settlement

Our Contractual settlement service, available in most world markets ensures that your clients immediately become the beneficial owners of either shares or proceeds from a sale on contractual settlement day—regardless of whether the transfer agent or intermediary has caused delays.

Corporate actions

RBC Dexia Investor Services alerts you to corporate actions, informing you of the various options available. This ensures that your elections are processed accurately and on time.

Income collection

We automatically credit North American dividend and interest payments to client accounts on the due date regardless of whether we have actually received the income from the issuing company. This results in no disruption to your clients' cash flow.

Tax reporting

At year-end, RBC Dexia Investor Services provides clients with a tax package for each account. It includes tax slips and a comprehensive capital gains tax worksheet that summarises capital gains.

Registered and unregistered account administration

We are equipped to accommodate the full range of registered plans, including RRSPs, RRIFs, LIFs and LIRAs, as well as unregistered accounts for individuals, joint owners, holding companies, trusts and foundations.

Contact us

For more information on Investment counsellor services, please contact a RBC Dexia Investor Services representative nearest you.

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