Our transfer agency services offer a single, consistent way to do business across the global marketplace.

A global transfer agency solution can help you create a standardized operating model across geographies, meet multi-jurisdictional regulatory requirements and create a consistent client service experience. 

Benefits

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.

 

Insights

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Drive Efficiencies into Global Operations

Whether we’re providing transfer agency services in the U.S., Europe or Asia—our goal is to create a more consistent delivery of those capabilities for clients.

 

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Deliver Consistent Client Experiences

A global transfer agency operating model enables us to leverage best practices across our many operating locations.

 

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Consistent Experience for Global Investors

Investment managers, distributors and platforms can now deliver a consistent investor service experience through simplification and standardization across the markets they service.

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Support Growth Objectives with Global TA

Emerging technologies such as Robotic Process Automation, Machine Learning and Blockchain can help Asset Managers gain insight into more targeted product development and distribution.

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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.

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