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IFDS converts Sun Life mutual funds to platform


International Financial Data Services (IFDS), a provider of technology and outsourcing services to financial institutions, has migrated Sun Life Global Investments’ mutual funds to its proprietary technology platform.

IFDS will now provide transfer agency, record keeping, and client support for Sun Life Global Investments’ line-up of mutual fund and fund of fund products.
This is in addition to the full array of technology and administrative solutions IFDS is currently providing for Sun Life Financial’s segregated fund and Guaranteed Income Certificate (GIC) products.
“At Sun Life Global Investments, a positive client experience is key to the success of our business,” says Rick Headrick, president, Sun Life Global Investments. “With their robust web platform and product capabilities, IFDS is an excellent fit for our long-term business strategy.”
“Sun Life Global Investments has grown tremendously since its inception just seven years ago,” says Katherine MacMillan (pictured), president and CEO of IFDS. “They needed a solutions and support network that could be as nimble as they are, and we look forward to helping them meet their investment servicing needs for many years to come.”

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