Author: Alison Boswell

The transfer agency is a critical component of traditional fund administration. Its services support fund managers by ensuring investor transactions and details are kept up to date and recorded and filed in accordance with regulatory requirements; further, that investor mailings and dividend and interest payments are distributed timeously. In the past, the Transfer Agency was achieved by manual processes, leading to a measure of potential error. In recent years it has however evolved to become a leader in best-of-breed technology, embraced a changing regulatory landscape, introduced innovative automation, and created new opportunities for specialist careers. Here are the five big…