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.
Transfer Agency Services
Ensuring seamless and efficient management of investor registrations and transactions is crucial to the successful management of a fund. Our Transfer Agency (TA) services allow us to maintain full control and receive early insights into investor behaviours, such as cash flows, Know Your Client (KYC) concerns, and complaints.
By managing these services in-house, we can provide an enhanced level of oversight and quickly address any emerging issues, ensuring a higher level of service and responsiveness. Our TA services include:
- Account setup and investor onboarding
- Shareholder record maintenance
- Transaction processing
- Dividend and distribution management
- Investor communications
- Regulatory Compliance
- Comprehensive investor and adviser portals
Why choose MGTS?
Our Transfer Agency services maintain the funds' investor registers and enhance transparency across our fund operations. Our expertise, technology-driven approach, and commitment to client satisfaction means you can confidently entrust your Transfer Agency needs to our dedicated team.
For more information on launching or transferring a fund, get in touch.