ETF multiple series trust platform
Our multiple series trust platform provides a cost-effective means of operating an ETF, and we provide fund administration, tax, and distribution services to support your ETFs.
Whether you have an existing fund or are planning to start one, our ETF servicing experts will help you capitalize on the benefits of participating in a series trust.
- Focus on managing your money, growing assets and maintaining your brand, while the trust’s administrators coordinate service providers, handle board and CCO communication, and serve as trust secretary
- Access cost-effective means to manage funds with lower overhead due to sharing a board of trustees, chief compliance officer (CCO), independent public accountant and fund counsel, etc., at pre-negotiated rates
- Enjoy the simplicity and convenience of having your board of trustees, fund auditors, legal counsel and other service providers already in place
- UMB provides ETF fund administration, tax, and distribution services and leads a team of experienced ETF service providers providing seamless support to your exchange-traded product.