How long does the training course last?

10,00 hours(s)

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

When will the next session take place?

07.12.2026

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?

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