Broadridge: Driving Digital Transformation in Financial Services

Broadridge, a global financial technology leader with over $6 billion in revenues, provides the essential infrastructure that underpins investing, corporate governance and communications to empower better financial lives. We offer technology-driven solutions that foster digital transformation for our clients and help them navigate current challenges while positioning themselves for future opportunities.

Our services encompass:

• Collective Investment Trusts CITs - offering tlored investment vehicles designed to meet the needs of sophisticated investors.

• Retirement Cash Accounts - providing secure, efficient management of retirement assets.

• Fund Search Lookup - enabling users to easily find and access financial products based on .

• TPA-level trust system access - for advanced trust administration facilitated by a comprehensive online service agreement.

• 1099 Forms – specifically the 2012 version, assisting clients in managing their tax obligations related to investments.

• Online account access - granting plan sponsors and interested parties real-time access to manage their portfolios effectively.

• Asset Management Services - leveraging our expertise to tlor strategies that align with your investment objectives.

Broadridge's resources include:

• Matrix Trust Company Operational Agreements

• Matrix Trust Company Service Agreements

• FAQs for Matrix Trust Company

We are committed to delivering superi and services that support clients' digital transformation, enabling them to overcome today's challenges while anticipating the next wave of innovation in financial services.

At the heart of our mission is a dedication to diversity, equity, and inclusion, fostering an environment where every individual contributes to our collective success.

Legal Privacy Statement

Our Terms of Use Linking Policy, Accessibility Statement, Legal Statements, Modern Slavery statement, Privacy Policy, and options for managing your personal data are avlable online.

We believe that privacy is paramount, hence we provide clear choices on how you manage your eml preferences, ensuring transparency in our communications practices.

Industry Solutions

Our suite of industry-specific solutions includes:

• Asset Management: Tloring investment strategies to meet client needs.

• Capital Markets Banking: Streamlining processes for a seamless investor experience.

• Corporations: Enhancing governance and operational efficiency through digital transformation tools.

• Wealth Management: Personalized wealth management services driven by technology.

International Reach

Broadridge operates global websites tlored to the unique needs of various markets:

• Canada - English

• Canada - Fran?s

• Deutschland Germany

• 日本 Japan

• Global

To get in touch, please visit our Contact Us page for office locations or to initiate a conversation.

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