Agent de transfert et de registre

Inter-company training

Who is the training for?

All public

Duration

10,00 hours(s)

Language(s) of service

FR

Next session

12.06.2026
See details
Location
Luxembourg

Price

250,00€

Goals

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

Contents

  • REFRESH
  • 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
  • TA – HORIZON 2015

Evaluation

The exam is available only in english

Next session

Datum
City
Language and price
12.06.2026
Luxembourg
FR 250,00€
See details
23.11.2026
Luxembourg
FR 250,00€
See details

Additional information

Cette formation est proposée en blended-learning, vous recevrez un accès à un cours préparatoire en e-learning 5 jours avant le cours.

Organization contact details

House of Training

These courses might interest you

EN
Day
Succession Planning
E-Learning
Banking and insurance - Insurance - Personal insurance - Life insurance