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Agent de transfert et de registre

Inter-company training
House of Training - Voir la fiche de cet organisme

How long does the training course last?

 10,00 hours(s)

In which language(s) is the training course taught?

FR

When will the next session take place?

 23.11.2026
See details
Where does the training course take place?
 Luxembourg

How much does the training course cost?

250,00€

Who is organising this training course?

Fondation créée en 2015 par la Chambre de Commerce et l’Association des Banques et Banquiers Luxembourg (ABBL), la House of Training est un organisme agréé de formation professionnelle continue qui s'engage à contribuer activement à la compétitivité et à l'attractivité du Luxembourg en développant les compétences de ceux qui font vivre son économie.

What are the aims or the skills being targeted?

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

What does the training course cover?

  • 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

How is the assessment organised?

The exam is available only in english

When will the next session take place?

    Datum
    City
    Language and price
  • 23.11.2026
    Luxembourg
    FR 250,00€

What other information is useful to know?

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

How to contact the training provider?

House of Training

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