Turnkey Governance Program for Wealth and Retail Investment Firms
Each year, a significant number of claims go unfiled, leaving money on the table for investors. Are your clients’ assets protected?
Over the last several years, there has been a massive rise in securities class action suits being filed with no signs of it slowing down. At the same time, regulatory changes are heightening fiduciary standards and accountability to investors. Demand for proactive service for shareholders has never been higher, and class actions are not immune.
FRT AccountWatch is a turnkey governance program that empowers wealth and retail investment firms to protect their clients’ best interest regarding securities class action recoveries.
Turn a pain point into a value-added opportunity
Proactively engage with your clients about class action exposure
- Differentiate your brand with enhanced governance and service
- Save time and money for your firm…and your clients
- Insure and maximize shareholder recoveries
- Mitigate risk by partnering with a class action recovery expert
- Demonstrate superior fiduciary oversight and stewardship
FRT AccountWatch Process
Using FRT’s automated recovery solution that over 800 institutions rely on, AccountWatch will:
1 MONITOR
Monitor accounts for new and updated shareholder class action settlements.
2 IDENTIFY
Identify all eligible claims from our proprietary database of shareholder class action cases.
3 PREPARE
Prepare forms with relevant trade data on behalf of the investor.
4 SUBMIT
File claims directly to the claims administrator.
5 COLLECT
Collect settlement funds and deposit them back into the brokerage account.