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  • Transfer Agent

    transfer agentAs an ISO Certified third-party transfer agent, our annual audit results illustrate our commitment to continuously redefining and advancing our services.

    Our Knowledge Management System is a structured, process-driven approach that integrates core transfer agent processes with ISO principles.

    Our Transfer Agent division has received NQR’s “Best-in-Class” designations for many of our services, including our call center’s attention to building relationships, our overall accuracy in transaction processing and in our correspondences.

    Through our comprehensive shareholder accounting and dedicated customer service, we provide clients with critical expertise and extensive resources in an efficient, cost-effective manner.

    Our comprehensive suite of transfer agent services includes
    • Investor recordkeeping
    • Complete investor statement and tax reporting
    • Accounting and regulatory reporting
    • Investor e-commerce services
    • Financial intermediary services
    • Customized investor accounting reporting