This information is provided for information only and must not be considered as investment advice. You should seek professional investment advice before making any investment decision.
The transfer agent records investors’ details and holdings to maintain the register of a fund.
This service is provided in-house, which allows us to control the service offered to you.
We have a wide range of services including periodic adviser charging and ISA products which sets us apart. We specialise in running large direct retail investor registers, which can cut costs as well as working with all major platforms with straight through processing.
We use both best in class external technology for peace of mind and proprietary systems which allow us to develop new technologies.
Our systems are able to control reporting, allowing greater flexibility in how you share information with investors, whether it be via custom reports, websites or apps.