The amount of time required to achieve a transition to the Cofunds Institutional Service will vary, depending upon the quality of your data and the nature of your operational processes and systems. Clearly firms' requirements will differ, but as a guide, four months should be allowed from start to finish for a transition involving systems integration and migration from a third party custodian.

You firm will have a dedicated relationship manager who will be in place not only through the project implementation, but also for ongoing support.

Regular contact will include: