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.

Benefits

We Go Beyond Traditional Transfer Agents

Our extensive depth and breadth of industry experience uniquely positions us to provide useful insights and superior transfer agency services, as well as an unrivaled range of shareholder services that extend beyond the capabilities of traditional transfer agents. Our innovative solutions are designed to simplify your business and support your success.

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.

Insights

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Part 1 of a three-part series on the impacts of SEC adoption of money market fund reforms on shareholder servicing.

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The SEC Transfer Agent Rules Release from a Mutual Funds Transfer Agent Perspective

Charles Hawkins, Vice President, Transfer Agent Regulatory Management, discusses the modernization of the SEC’s transfer agent rules.

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Responding to Changing Dynamics within the Mutual Funds Industry

The business of mutual fund transfer agency is evolving. Over the last decade, this evolution was evident as mutual funds and their transfer agents responded to challenges presented by innovations in shareholder servicing models.

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With the growth of subaccounting, the Transfer Agent (TA) is no longer the single platform for an asset manager’s data. Michael Mitchell, Vice President, Global Investor Services Group, discusses "Distributed Recordkeeping" and how these changes have spurred discussions regarding the operational processes and technology employed in conducting oversight.

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