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