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Credential® :: Business Services :: Full Service Brokerage :: Back-Office Support Services
 
Credential Securities® Back-office support services
In addition to the support described here, Credential Securities offers a full array of back-office services.

Services Reporting Processing
Trade execution and settlement Commission Reorg/corporate actions
Custody of cash and securities Credit-risk management Interest/dividend entitlements
Record keeping Registered plans Registered plan fee billing
Production and mailing
- Trade confirmations
- statements
- year-end tax reporting 		Regulatory/compliance Electronic fund transfers (EFTs)
  Daily electronic files Systematic plans (SIs and SWPs)
    Dividend reinvestment plans (DRIPs)
 
Products and services:
  Wealth management products and solutions
  Research & tools
   Back-office support services
  Full support for representatives
 
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