What to Look For in a Transfer Agent
Having the right transfer agent support allows fund management to focus efforts on raising capital, acquiring assets and delivering maximum value to investors.
Transfer agent services for alternative investment funds: a buyer’s guide
You’ve made a significant step forward by deciding to work with a transfer agent. Outsourcing transfer agent services, fund accounting, investor services, and other back-office activities so you can focus on sales and assets is a wise move, but one that should be taken seriously.
The importance of selecting the correct transfer agent provider cannot be overstated. Here are the most crucial things to look for in a transfer agent company, as well as the questions you should ask about their services.
Having the correct transfer agent support allows fund management to focus efforts on acquiring assets that will bring maximum value to investors.