What is a Transfer Agency, and Why Target?
An effective transfer agency seamlessly manages investor services, including recordkeeping, reporting and communications.
Our team brings experience and understanding of the asset management industry, and can cater to the needs of clients with a wide range of transfer agency services. We work to the highest level of regulatory standards required for managing and maintaining client registers.
Our Transfer Agency Services
We have an established track record in providing the following services:
- Establishing and maintaining investor registers
- Bank reconciliations
- Processing investor transfers and redemptions
- Establishing and maintaining client portals
- Publishing accurate and up-to-date information
- Facilitating dividend payments
- Providing complete self service
Expect more: Choose Target
Target uses expert technology to provide a seamless end-to-end service and provide clients with a host of comprehensive features, including:
- Powerful branding capabilities
- Flexible configuration across a number of devices
- A rich user experience with intuitive functionality
- Secure multi-factor authentication
- Content management for marketing communications
- Rapid deployment and 24/7 availability
Target’s service as a transfer registrar agent allows clients to concentrate their time and effort on business planning, rather than administrative tasks. Target works with some of the leading institutions and investment houses, providing investment software and servicing.
Get in touch now to discover how our transfer agency services can help grow your company and deliver expert guidance. Call us on 0845 650 6200.