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Registrar and Transfer Agency (EN) (virtual classroom)

8 hour(s)

Objectives

After completing this course, participants will be able to understand:

The activities and role of the transfer agent in the fund value chain

  • The structure of distribution networks
  • The roles and responsibilities of the transfer agent
  • The daily activities of the transfer agent
  • The future trends in transfer agency

Content

  • Refresher
  • Structure of fund distribution networks
  • TA activities
    • Investor servicing
    • Document management
    • Register maintenance
    • Processing of transactions and fees
    • Reporting
    • Cash management
  • ENVIRONMENT AND IT TOOLS
  • Processing of transactions and fees
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Responsibility for the content of this training description lies solely with its author, the training provider House of Training.

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Characteristics
Organisation Blended learning
Languages
Partnership

In collaboration with: ALFI ASBL

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