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Share Class Conversions

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Enhancing efficiency in Share Class Conversions

Calastone Share Class Conversions (SCC) allows fund firms to automatically process SCCs, with any industry partner, improving the investor experience while lowering operational costs and risks. As the largest global funds network, Calastone supports conversion requests from any firm, providing clients with full market coverage and SCC oversight.

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    Meet investor and regulatory requirements

    Meet investor and regulatory requirements

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    Trackable and auditable

    All parties can monitor the status of an SCC in real time and maintain a clear audit trail.

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    Scalable and risk controlled

    Automate the handling of multiple conversion requests with any other organisation.

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    Full market coverage

    Conversion requests sent by any participating vendor can be completed using Calastone SCC.

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Mutual Funds

Explore how our suite of mutual fund services can bring operational efficiency and drive distribution
Order Routing

Settlements

Transfers

Dividends

CDSC

Money Market Funds

Optimise the liquidity investment process
Money Market Services

ETFs

Primary market ETF administration and servicing

ETF Servicing

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Webinar

Bringing greater automation to share class conversions

On Demand

Speakers
  • Ben Carew-Gibbs Relationship Management, Director, Calastone
  • Pippa Hollings Relationship Manager, Calastone
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Caastone's Share Class Conversions enables us to create a significantly improved investment experience across the entire transaction chain. We’re delighted to be working with Calastone on this, who have been a valuable partner in enabling us to maximise the benefits of automation.” Head of Client Operations, Liontrust

Calastone offers a number of unique benefits to the fund distribution community, and we found the speed of onboarding impressive. We look forward to working together to responsibly provide innovative products and an excellent client experience to the investment community. Head of Operations, Hermes Investment Management

We are always on the lookout for opportunities to realise the benefits of STP and we look forward to working with Calastone to provide connectivity to those counterparties who may not already have the technology or the budgets to do business electronically by other means. Head of Operations, Transact

Related insights

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The way forward for share class conversions
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Share class conversions in the spotlight
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Q&A on Calastone Share Class Conversions with Sharn Rai, Product Development Director

How can we help?

Reach out and a member of our team will be happy to help.

4.0k+

More than 4,000 clients process trades through our network

40k+

We operate in excess of 40,000+ trading links

56

We connect funds across 56 different countries and territories for truly global coverage

£250bn

Processing £250 billion of investment value each month
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