Access Canadian Regulated Distribution with RBS/Connect™
RBS/Connect™ is a streamlined process designed to bring your fund to market efficiently within Canada’s regulated distribution framework.
Onboarding Overview:
- Initial Assessment
Review fund structure, strategy, and distribution objectives. - Documentation & Due Diligence
Submission and review of required legal, compliance, and fund materials. - Platform Integration
Set up manufacturer access, operational workflows, and Fundserv connectivity. - Dealer Channel Enablement
Facilitate access to CIRO-regulated dealer distribution. - Launch & Ongoing Support
Fund available for distribution with operational and compliance support.
Benefits of RBS/Connect™
Unlock new potential
Expand your fund’s reach across Canada’s institutional and dealer networks
Fast approvals
Streamlined review and onboarding supports efficient market entry timelines
Reduced costs
Reduce infrastructure, compliance, and operational costs through shared platform efficiencies
No EMD required (positioning)
Access Canadian distribution without establishing or maintaining a local EMD
“Our focus is simple: make institutional distribution accessible, without institutional complexity.”
Jeff Shaul, Chief Executive Officer
Fundserv Access
What Fundserv is:
Fundserv is Canada’s industry utility for processing investment fund transactions and maintaining standardized data between fund manufacturers, dealers, and service providers. It enables subscriptions, redemptions, reporting, and data exchange through a secure, standardized network used across the Canadian wealth management ecosystem.
Why dealers require it:
Most Canadian dealers rely on Fundserv to process transactions efficiently and maintain consistent operational workflows. Participation supports standardized reporting, operational accuracy, and streamlined client servicing — making it a foundational component of dealer distribution infrastructure.
