Registrar & Transfer Agency Services

REGISTRAR/TRANSFER AGENCY SERVICES

  • Ensure the proper collection and completion of subscription forms, verify the submitted information and correspond with investors to obtain any additional or necessary information; in cases of questions regarding investor qualification, liaison with legal counsel as needed.

  • Inventory of required documents versus missing documents and periodic reminders for document collection as necessary​​

  • Processing of investor redemptions, transfers, and changes

  • Warehousing of subscription, transfer and redemption documentation

  • Maintain investor details, documentation, address, contacts and wiring information

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