Transfer Agents for Alternatives – What to Look For
Transfer Agents for Alternatives - What to Look For
Some more crucial criteria to consider when assessing a transfer agent provider, as well as the questions to ask about their capabilities.
Transfer agent services for alternative investment funds: a buyer’s guide
Partnering with a Transfer Agent – What to look for and inquiries to make about systems and services.
You’ve made the decision to work with a transfer agent. You’ve taken a big step toward creating the infrastructure to support a scalable and efficient investment fund. Choosing the correct transfer agent is critical. We assessed the transfer agent firm’s experience, depth of service offering, and flexibility of services in Part 1 of the buyer’s guide. Here are some more crucial criteria to consider when assessing a transfer agent provider, as well as some questions to ask about their capabilities.