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Retaining a registered plan trustee for investment firms and mutual fund dealers

As self-directed registered accounts and Tax-Free Savings Accounts (TFSAs) become an increasingly popular method of exercising more control over savings, many investment advisors are experiencing an increase in the number and complexity of the accounts they administer.

Computershare acts as your trustee, in accordance with the requirements of the Income Tax Act (Canada), while your firm acts as our agent – handling administration, record keeping, tax reporting, safe custody of assets and all contact with your clients.

We provide comprehensive registered account trustee services for registered account products. We serve a diverse range of clients, from small regional brokerage firms to large national and international investment dealers and wealth managers.

The Computershare Advantage

Complex corporate dealings often mean uncertainties and stressful timelines, but not when you partner with Computershare. Our dedicated team of experts answers your call, providing guidance and tackling tricky processes, so you can stay confident from account setup to closing. 

Dedicated teams

We resolve multifaceted inquiries in a single conversation, saving you time so you can focus on strategic decisions.

Fast onboarding

Our document experts coordinate with deal parties to provide pre-closing guidance and manage the transition from closing through handoff to relationship management.

Accuracy in action

When partnering with Computershare, you’ll feel the relief and confidence that comes from unparalleled accuracy, as well as the ability to handle multiple transactions.

Rapid response

Computershare Corporate Trust reacts to market changes quickly and in real time. Your dedicated team of experts will act with speed and accuracy no matter the need, so you can rest assured your deals will stay on track.

Why Computershare?

Computershare Corporate Trust is an industry leader with US$6.6 trillion of debt under administration, US$257.7 billion in assets under administration and cross-border capabilities including US$1.5 trillion in funds movements across 75+ currencies in foreign exchange and distributions.

$6.66.6 tn

of debt under administration

$257.7257.7 bn

in assets under administration

$1.51.5 tn

in funds movements

7575+

currencies in foreign exchange and distributions

*Data for the 12-months ending June 30, 2025. Debt under administration (DUA) includes all issues within the paying agency system of record. All totals are in US dollars.
CA$ to US$ exchange rate 0.73493 on June 30, 2025.

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