Frequently Asked Questions

Why should we consider moving our back office to Prometa?

The answer to that question is simple: We are better. We deliver better service, better quality, better reporting and all at very competitive pricing. We deliver what you should expect from your back office not to settle for what you have come to expect.

Do you do Fund Accounting?

Yes. We can work with you to deliver any level of fund accounting that your products require.

What kind of reporting tools / options are available?

We have complex management reports as well as comprehensive sales tools that your sales and marketing departments are going to love.

How do you handle shareholder communications?

We handle shareholder communications in-house. That means that the private and confidential financial information of your clients never leave the premises unless it is in a sealed envelope heading directly to their mailing address. This is more secure and guarantees greater quality control and it costs you less.

When do you send tax receipts?

We send tax receipts on the settlement day of the trade which ensures any cancellations of transactions will be reflected in tax receipts and make for a much happier client. PAC Plans and group plans are generally sent in early January for the March to December period and early March for the first 60 days of the calendar year.

Are you FundSERV compliant?

We are 100% FundSERV compliant and enjoy a long history of error free quality control reports.

Do you electronically scan and store documents?

Yes. All documents received are scanned and stored electronically.

How do I find out more?

To find out more about Prometa Fund Support Services please fill out this form. We will respond to your inquiry ASAP, and with a little luck we will get you on the road to a better back office and better service.