Tech-Enhanced Administration Support at its Best—Our Transfer Agency and Investor Services at Your Disposal.
TIME & COST & RESOURCE
EFFECTIVE
The XCM team's administration capabilities align with the most demanding fund and corporate stakeholder requirements.
Falling front and center of this crucial investor communications arena are our Transfer Agency and Investor Services. Why? In the first place, it requires zero-tolerance accuracy and timeliness. Secondly, many of our clients lack the resources and bandwidth to get the job done with the results they expect. When you partner with us, you get the double benefit of unsurpassed efficiency at a significantly reduced cost. See more on how below.
Uncover the XCM Transfer Agency and Investor Services Advantage that Sets Us Apart.
We oversee all client due diligence documentation for authorized funds across multiple jurisdictions with a standard of professionalism and vigilance that’s second to none.
We stay on top of regulatory requirements, ensuring that FATCA, CRS and other obligations meet and exceed industry-expected standards, thus giving our clients and their investors maximum peace of mind.
Our experience indicates that Investors judge a fund’s reputation as much by its IMs’ and stakeholders’ responsiveness (to their queries) as they do investment performance. So, in our agency function, the XCM team leverages its high-tech infrastructure to compile and deliver customized reports that uphold your brand image while strictly adhering to regulatory requirements. These include:
- Communicating on a prescribed interval basis with the investors on the performance of their investments.
- Responding promptly to investor queries.
Hand in hand with (2) above, we maintain and process:
- All investor records, including account balances, static data and document filings.
- High transactional volumes that cover redemptions, subscriptions, distributions, stock transfers, commissions and rebates.
