The Transfer Agent That’s Right For You
Fund managers can effectively focus their efforts on raising capital, acquiring assets and managing portfolios for their investors if they have the right transfer agent partner.
A guide to evaluating transfer agent service providers for alternative investment funds
Your investment fund has taken an important step by opting to work with a transfer agent. It is a sound business decision to outsource transfer agent services, fund accounting, investor services and other back-office tasks so fund management can focus on sales and assets. But this move should be made with prudence.
The importance of selecting the right transfer agent provider cannot be overstated. Below are the most crucial characteristics to look for in a transfer agent company as well as the questions you should ask about their firm and their services.
Fund managers can effectively focus their efforts on sourcing investors and acquiring assets that will yield the most value if they have the right transfer agent on board.