A buyer’s guide to transfer agent services for alternative investment funds
By deciding to deal with a transfer agent, you’ve taken a big step ahead. Outsourcing transfer agent services, fund accounting, investor services, and other back-office functions so you can focus on sales and assets is a smart decision, but it should be done with caution.
It is impossible to stress the significance of choosing the right transfer agent provider. The most important qualities to look for in a transfer agent company, as well as the questions you should ask about their services, are listed below.
With the right transfer agent on board, fund managers may concentrate their efforts on acquiring assets that will provide the most value to investors.