Forum Financial Group announced today that it was servicing three offshore funds sponsored by Comerica Institutional Trust. Forum is providing fund accounting, transfer agency and corporate secretarial services for the equity, fixed-income and money market funds.
“To better serve Comerica, Forum is providing daily fund accounting from our headquarters in Portland Maine, where daily fund processing is the norm,” explains David Goldstein, Director, Business Development at Forum. “The integration of our services from both Portland and Bermuda allows us to service clients like Comerica in the most efficient and effective manner with no client impact.”
Ede Conyers, General Manager of Forum Fund Services in Bermuda added: “Comerica’s choice of Forum for their offshore fund administration is gratifying, and we are pleased to be recognized by Comerica as a versatile provider uniquely qualified to service their diversified needs.”