build great experiences

Recent Updates
  • IFDS update
    26 days ago

    Our very own David Moffat presenting at today's TISA Policy Councils summit in London

    TISA - Tax Incentivised Savings Association - Other Event

    The Tax Incentivised Savings Association (TISA) is the trade association working with the retail financial services industry, political parties, HM Treasury (HMT), HM Revenue & Customs (HMRC) and the Financial Services Authority (FSA) to enhance and improve the range, features, benefits, promotion and quality of savings and investment schemes available to all UK citizens.

  • IFDS update
    26 days ago

    IFDS win award for Excellence in Policyholder Administration - UK


    IFDS Award for Excellence in Policyholder Administration - UK Adams House 2 Springfield Lyons Approach Chelmsford, Essex CM2 5LG, UK


IFDS – Why Work For Us?

Corporate Overview

IFDS is a joint venture between affiliates of Boston-based State Street Corporation, the world’s leading provider of services to institutional investors, and DST Systems Inc., a Kansas City, Missouri-based leading provider of shareholder accounting services and proprietary systems.

Both organisations have over 40 years’ experience and joint venture track record via our sister company in the US, Boston Financial Data Services (BFDS). Together we form part of the world’s largest investor record-keeping / transfer agency services provider.

DST and State Street formed their first joint venture – BFDS - in 1973, with Canada Financial Data Services (CFDS) and European Financial Data Services (EFDS) entering the UK and Canadian markets in 1995. During 2001 we rebranded to International Financial Data Services, helping to align our business globally.

Throughout the early part of the century our operations and footprint continued to expand, taking control of State Street’s established transfer agency services in Ireland and Luxembourg in 2007, meaning further integration of our European operations.

As a family, we are now the largest administration and technology outsource provider in Canada, the UK and the USA respectively, with our market share continuing to grow throughout the rest of Europe and the Asia-Pacific region.

No other supplier has such as focus on the industry, nor has anyone this level of global reach.

Our History

Our experience as the world’s leading investor record keeping and transfer agency provider has been built over the past 40 years. Some of our key milestones are shown below:

Global Timeline


Focus on your customers. Leave the rest to us

Investor and policyholder administration and technology services is at the heart of what we do.  We believe our success lies in our ability to provide a great experience for all those with whom we come into contact – both within your organisation and with your end customers.

Whether you are a mutual fund manager, insurer, platform provider, product manufacturer or life company, you can rely on our market leading administration capabilities, long experience and proprietary technology platforms to enhance efficiency and reduce risk.

As your strategic partner, we work together to design a tailored solution to meet your specific requirements. Whether it’s making record-keeping an effortless experience for an operations manager in Singapore; making plan changes a seamless experience for a compliance officer in London, or making pension payments a reliable experience for a widow in Toronto, Turin or Taipei, we aim to provide you with the exceptional service that will give all stakeholders a great experience of your business – time and again.

You at IFDS

undefinedWe understand you are looking for a rewarding career, a workplace where your work is valued, your voice is heard and your potential is limitless.


You are not just an employee

We call our employees "Associates" to signify instead of the traditional employee, employer relationship, we have an extremely collaborative environment. Our Associates are the driving force behind our success as an organization. With a focus on continually evolving our technology and process, you’ll have many opportunities to join projects and make contributions that leave a lasting impact on our business.

We invest in our people

We have a culture of commitment to our Associates. Our Associates recognition program rewards your contributions. When you choose IFDS, our commitment to you starts with a personalized career development plan with endless internal and external learning opportunities. Our internal recognition & awards program celebrates the achievement of our Associates and our continual investment in you will contribute to your ongoing success.

We are innovators

We house some of the most talented employees in our industry, our diverse workforce at IFDS bring us a wide variety of unique perspectives that help us be innovators. Our ongoing research and development to improve products and services helps us strive towards our mission statement “to be the leading provider of investor recordkeeping systems and administrative services in the investment industry.” You have the opportunity to work along industry experts and experience unprecedented support and growth.

IFDS Reviews

Rating Trends
Recommend to a friend
Approve of CEO
IFDS CEO Simon Hudson-Lund
Simon Hudson-Lund
25 Ratings
  • Helpful (2)

    Good place to work

    Current Employee - Systems Manager in Toronto, ON (Canada)
    Current Employee - Systems Manager in Toronto, ON (Canada)

    I have been working at IFDS full-time (More than a year)


    New change in management has triggered a lot of opportunities.
    New team is exceptional and promotes work / life balance.


    Management team should do more to promote accountability within different groups
    New hire orientation training program should be revamped and tailored according to job functions.
    Evaluate and get right people to do right work

    Advice to Management

    Keep the change momentum on.

IFDS Interviews

Interview Experience

Interview Experience


Getting an Interview

Getting an Interview


Interview Difficulty


Interview Difficulty




    Summer IT Interview

    Anonymous Employee
    No Offer
    Positive Experience
    Average Interview


    I applied online – interviewed at IFDS.


    Application stage -- easy and simple

    Interview stage -- Lengthy, Fun, A little challenging, Great stress laid on teamwork and pro-active participation. Included a few tests, basic mental math, verbal reasoning. Group assessment involved finding to an efficient solution to a financing problem. Limit was 30minutes, but obviously greater efficiency can be achieved with more and more time, so they just wanted to see how you approach the issue and how you participate.

    Interview Questions

IFDS Awards & Accolades

Something missing? Add an award
3 Star ‘Exceptional’ Accreditation, Investors in Customers, 2013
European Transfer Agent of the Year, Custody Risk Awards Europe, 2014
European Transfer Agent of the Year, Funds Europe, 2014
Best Platform Administration Provider, The Aberdeen UK Platform Awards, 2012
Show More

Additional Info

Headquarters Chelmsford, United Kingdom
Size 1000 to 5000 Employees
Founded 1995
Type Company - Private
Industry Finance
Revenue $5 to $10 million (USD) per year

IFDS is a joint venture between affiliates of Boston-based State Street Corporation, the world’s leading provider of services to institutional investors, and DST Systems Inc., a Kansas City, Missouri-based leading provider of shareholder accounting services and proprietary systems.

Both organisations have over 40 years’ experience and joint venture track record via our... More

Mission: To be the leading global provider of investor and policyholder servicing solutions to the financial services industry

Work at IFDS? Share Your Experiences


Click to Rate