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.
Download FRT AccountWatch MaterialsFRT Fact Sheet:
FRT AccountWatch Overview
FRT AccountWatch Whitepaper
A Primer on Shareholder Class Action Recovery for Wealth and Retail Investment Firms
FRT AccountWatch Report:
How Wealth and Retail Investment Firms Can Make Class Action Recovery A Competitive Advantage
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:
Monitor accounts for new and updated shareholder class action settlements.
Identify all eligible claims from our proprietary database of shareholder class action cases.
Prepare forms with relevant trade data on behalf of the investor.
File claims directly to the claims administrator.
Collect settlement funds and deposit them back into the brokerage account.