Insurance Companies

As data-driven processes, emerging technologies and higher client expectations move to the fore, insurers are increasingly looking for ways to develop differentiated service offerings. Data and digital technologies are key, deploying artificial intelligence and automation to develop the necessary insights and deliver a personalized and frictionless customer experience.

As a longstanding provider of custody services to Canadian and global insurance companies, whether it be life, property, casualty or reinsurance, RBC understands the needs of insurers. We combine innovative technology with a deep focus on service excellence to support our insurance clients, and add value through our:

  • Consultative partnership backed by experienced professionals
  • Solid product and service offering tailored to manager needs
  • Flexible, interactive digital reporting solutions Popup icon
  • Broad range of thought leadership and market insights

Our Products & Services



› Global custody



› Corporate actions
› Income reclamation



› Fund accounting and administration


Middle Office

› Collateral management
› Trade management
› Corporate actions management
› Investment Book of Records (IBOR)



Shareholder services (Transfer agency)



› Performance measurement
› Compliance monitoring

Market Services

› Securities finance
› Foreign exchange
› Cash products

Our Credentials

120+ years

as an asset servicing provider

AA-          Aa1

Standard & Poor's              Moody's          

High credit ratings1

  1. Standard & Poor’s (AA-) and Moody’s (Aa1) legacy senior long-term debt ratings of Royal Bank of Canada as of February 27, 2024