How a Transfer Agent Works for You
Knowing the function of a transfer agent in an investment fund is critical to understanding how important it is to have the services of a transfer agent behind you.
A transfer agent is an integral part of the back-office procedure for investment funds issuing securities to investors. If your fund hasn’t yet issued shares but plans to do so soon, knowing the function of a transfer agent is critical to understanding how important it is to have the services of a transfer agent behind you. When considering the employment of a transfer agent for your back-office needs, it’s crucial not to overlook the potential for unnecessary expense, embarrassment and operational risk if you decide in favor of using in-house staff. Third-party transfer agent services represent efficiency, reliability and professionalism in the eyes of investors, advisors and others at every stage on the life of your fund. A transfer agent is a valuable operational partner.