Transfer Agency is critical to funds’ distribution success. Servicing many of the most sophisticated asset
managers in the world, Vanward is committed to providing global Transfer Agency. We support clients
distributing cross-border Luxembourg, Ireland, Cayman, Bermuda and Hong Kong domiciled funds, as well as US
domiciled alternative funds, to institutional and wholesale investors.
Transfer Agency is a core component of Vanward’s overall cross-border service offering. We support our clients and their investors in close to 100 countries throughout the world via our Global Service Model Our service covers core processing and shareholder services as well as Distribution Intelligence
We excel in servicing complex fund structures and key features of our offering include:
Long-Term Commitment and Strategy
We are investing in flexible market leading technology to meet clients’ and investors’ requirements and ever increasing regulatory changes.
Customizable Global Service Model
Our multi-lingual servicing desks across time zones offer full operational capability with a consistent level of service.
Robust Infrastructure
We provide a single Transfer Agency platform globally. When combined with Vanward Infomediary this offers a unique connectivity solution for distributor communications.
Focus on Investor OnBoarding
We focus on investor onboarding and ongoing servicing critical to an asset manager’s relationship with its underlying clients. We have a strong expertise in local business practices including
Anti-Money Laundering (AML) and Know Your Customer (KYC).