Insurance Company Membership is available for any Insurance Company that meets NSCC requirements and would like to utilize Mutual Fund Services products.

Information and Applications for Insurance Company Membership
To apply for Insurance Company membership, please review and submit the following documents:

• Basic Membership Requirements Sheet for Prospective Participant
• Insurance Company Membership Questionnaire
• Alternative Investment Fund/SERV Checklist
• Insurance Company Volume Worksheet

Contact Us!
Take a moment to review our membership information. You can also contact Mutual Fund Services at (212) 855-8877 with any questions between 8:30 am and 5:30pm EST, Monday through Friday.