A Transfer Agent's Role in Your Fund
A competitive advantage for any private fund manager is the ability to focus on investments and sales without back-office distraction. Professional transfer agent services make this possible.
A transfer agent is an important aspect of the back-office process for investment funds that want to sell securities to investors. Knowing the purpose of a transfer agent is key to understanding how important it is to have the services of a transfer agent behind you if your fund has not yet issued shares but aims to do so soon. It is important not to overlook the possibility for needless financial, reputational and operational risk if you elect to use in-house staff instead of a transfer agent for your back-office needs. At every step of your fund’s life, third-party transfer agent services mean efficiency, reliability and professionalism in the eyes of investors, advisors and others. A transfer agent is an important operational ally.