Distributor Portal - SS&C Instruction Templates

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Distributor Portal

SS&C Instruction Templates

Please ensure forms are printed on your Company letter head where they have been printed for signatures to be applied.

Agent Setup Request

Account Closure Request

EMX Agent Linking

Account Opening Template

AMC Statement Re-Order Form

Change of Account Designation

Change of Address Agent

Change of Address Client

Change of Servicing Agent Request

Contract Note Suppression

Distribution Mandate Template

Distribution Reissue Template

Payment Enquiry Template

Redemption Reissue Template

Renunciation Template

Swift Statements Linking

Tax Voucher Reorder Template

Third Party Authority Request