Our approach

The Target approach

We provide trusted transfer agency services for a wide selection of asset classes and investment vehicles.

We’ll manage investor services with seamless ease. Record keeping, reporting and communications.

You’ll benefit from our experience and understanding of the asset management industry. We’ll look after your clients, working to the highest level of regulatory standards for managing and maintaining client registers.

Transfer Agency Services

Your client, our track record:

  • Establishing and maintaining investor registers

  • Bank reconciliations

  • Processing investor transfers and redemptions

  • Setting up and maintaining client portals

  • Publishing accurate and up-to-date information

  • Dividend payments

  • Self-service options

Expect more
Executive woman in glasses and smiling young african american man in blazer reviewing a document and working on a laptop

Expect more: Choose Target

Leading technology provides a seamless end-to-end service:

  • Branding capabilities

  • Flexible configuration across different devices

  • Rich user experience with intuitive functionality

  • Secure multi-factor authentication

  • Content management for marketing communications

  • Rapid deployment and 24/7 availability

Transfer experts

Transfer experts

Transfer agent means we take the administrative heavy lifting – allowing you to concentrate time and effort on business planning and management, rather than administration.