Search

442 results
Contact Contact 2026-06-10 – See also page: Where to find us If your request concerns FCPI or FIP fund units issued by management companies taken over from RBC IS, please contact : ✉ BO PERES FCPI FIP If your query is related to your UPTEVIA Shareholder service (personal investor account management, selling your stock options…), please contact : ✉ UPTEVIA If your query is strictly related to CACEIS’s Asset…  
Connect Store: CACEIS Expands its Fintech Marketplace to Meet Client Challenges Connect Store: CACEIS Expands its Fintech Marketplace to Meet Client Challenges 2025-06-24 – Three new solutions are joining the CACEIS Connect Store, the private marketplace launched at the end of 2023. The goal is to offer high value-added services that are immediately available to clients, in a seamless and interconnected environment.  
Connect Store: a new PRIIPS reporting service for Private Equity clients Connect Store: a new PRIIPS reporting service for Private Equity clients 2024-01-04 – CACEIS’ Connect Store aggregates market-leading solutions of a select group of fintech partners. Our newest addition is AlphaOmega, a fintech solution that meets the specific requirements of clients in the Private Equity community.  
Compliance and Ethics Compliance and Ethics 2026-07-03 – For any complaint relating to your relationship with the CACEIS Group, you must contact your usual Relationship Manager, whose telephone and/or email contact details were provided to you at the start of the relationship and throughout its duration. O...  
Colombia Colombia 2026-05-20 – We inform you about a fraud alert that has recently emerged. We want to make it clear that S3 CACEIS Colombia has no relationship with the entity called Fidusantander, nor are we involved in the awarding of prizes or any similar activity. Our service...  
CNP Assurances renews mandate with CACEIS CNP Assurances renews mandate with CACEIS 2024-02-12 – Following a call for tenders, CNP Assurances has renewed its mandate with CACEIS, the front-running European asset servicing group. CNP Assurances is a leading player in personal and property insurance in France, Europe and Brazil, and has renewed its servicing mandate with CACEIS for the next five years. The mandate covers custody services for around €260 billion in assets, as well as…  
Climate ESG Reporting Climate ESG Reporting 2026-05-20 – Regulatory focus is driving increased pressures on sustainable governance for asset owners   October 2020 onwards   Trustees are required to disclose financial material considerations towards ESG and Climate Change. Implementation statement...  
Climate and ESG: Time for action Climate and ESG: Time for action 2021-10-26 – Climate change is the key issue of our time. Climate change risks know no boundaries and will impact pension schemes of all shapes and sizes. As an independent sustainable governance partner to asset managers and pension schemes, we place importance in understanding the current state of play in how our clients, and the market view Environmental, Social and Governance (ESG) and climate risks. We…  
Client Testimony - Robbert-Jan Engels and Sander Luijendijk, Hoofbosch Client Testimony - Robbert-Jan Engels and Sander Luijendijk, Hoofbosch 2025-01-20 – In 2019, the Dutch investment fund Hoofbosch, formerly a family fund, selected CACEIS Netherlands as its custodian bank. Since then, a fruitful relationship has developed, thanks in particular to CACEIS’ expertise in tax-related services. Robbert-Jan Engels, co-founder and manager at Hoofbosch, and Sander Luijendijk, manager at Hoofbosch talk about the relationship, how it has developed and the…  
CFO Forum 2023 CFO Forum 2023 2023-05-22 – 1-2 June 2023Nice