Registrar and Transfer Agency (EN) (virtual classroom)

Blended learning

Who is the training for?

All public

Duration

8,00 hours(s)

Language(s) of service

EN

Next session

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

  • 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

Organization contact details

House of Training

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