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Investor Communications

When you work with Citi, you’re backed by years of experience, as well as a special client communications team to oversee the production of all the reporting that goes out to your customers.

Whether you’re just starting out or already have an established customer base, our dedicated team can support your investor communications needs, including the ability to grow with you. Our services include:

  • Designing and updating investor statements, confirmations and contribution receipts
  • Managing and facilitating all investor mailing activities, including providing statement copies to broker/dealers