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Working with Fund Manufacturers

A

t B2B Trust, our roster of over fifty distribution alliance programs speaks for itself when it comes to demonstrating our expertise in developing market leading co-branded investment and RRSP lending programs.

B2B Trust works closely with each company to ensure that we’re continually providing improved offerings and winning strategies for our distribution alliances. And while many of our competitors have tried, only B2B Trust has succeeded in perfecting these kinds of co-branded loan programs with insurance and mutual fund companies. In fact, among Canada's top 25 mutual fund manufacturers, B2B Trust serves 100% of those that do not have an in-house lending capability and choose to complement their core offer with a lending program. 

Benefits for our distribution alliance firms include:

  • The opportunity to gain incremental assets under management
  • The potential lift in assets funded with borrowed monies
  • An expanded market reach through a leveraged investing strategy
  • A level playing field with competitors that currently offer loan programs

What's the bottom line for you?

B2B Trust provides fund manufactuers with leading-edge lending products, highly competitive rates (distribution alliances receive a discount of 0.50% over our standard investment lending rates) and marketing tools that help you to promote your programs. If you're not currently among our prestigious list of distribution alliances, we invite you to review the information in our “Getting Started” section located under "At Your Fingertips".

 

 

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