In today’s world, plan sponsors and investment fund managers are making every effort to control expenses and improve performance. To help support these objectives, CAPIS offers a commission recapture program. This program is designed to help sponsors and managers reduce expenses, increase returns, and ultimately to pass these benefits along to their shareholders.

Commission recapture is a brokerage program that helps plan sponsors and investment fund managers reduce expenses by rebating, or recapturing, a portion of commissions back to the plan or fund. The recaptured commissions can help offset legitimate expenses such as custodial, transfer agency, and consultancy fees.

On a monthly basis, detailed reports will be provided that fully disclose trading activity and the amount of commissions that have been rebated (recaptured).