We provide innovative mutual fund transfer agency services designed to go beyond traditional transfer agents.

Offering a comprehensive array of investor recordkeeping and shareholder servicing capabilities, our services are designed to be transparent to the end investor — from initial client inquiry through to fully customizable outputs.


We Go Beyond Traditional Transfer Agents

Our wide range of transfer agency services also includes multi-currency and multilingual capabilities for offshore portfolios, facilitating seamless adaptability to address the multi-jurisdictional regulatory, tax and currency challenges faced by global investors.


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A Practical Approach to the EU’s GDPR for U.S. Transfer Agents

The European Union’s General Data Protection Regulation (“GDPR”) has “extra-territorial” effect, meaning it may apply to non-EU firms that process EU resident personal information. This article provides some practical considerations for United States-based transfer agents.



2017 U.S. Tax and Regulatory Client Forum Highlights

Our Client Forum is a key way in which we empower our clients to better understand and to navigate their way through the evolving environment. Topics included discussions on regulatory change, tax reform and technology.

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