Registrar and Transfer Agency (FR) (classe virtuelle)

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

• 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

The exam is available only in english