The transfer advantage
You need help with the tactical so you can focus on the strategic side of the business. That’s where we come in. We deliver trusted transfer agency services. Your customers enjoy a seamless end to end user experience and you get something even more valuable, time and resource to grow and innovate with new products and services that delight your customers.
The Target approach
We provide trusted transfer agency services for a wide selection of asset classes and investment vehicles.
We’ll manage investor services with seamless ease. Record keeping, reporting and communications.
You’ll benefit from our experience and understanding of the asset management industry. We’ll look after your clients, working to the highest level of regulatory standards for managing and maintaining client registers.
Transfer Agency Services
Your client, our track record:
Establishing and maintaining investor registers
Bank reconciliations
Processing investor transfers and redemptions
Setting up and maintaining client portals
Publishing accurate and up-to-date information
Dividend payments
Self-service options
Expect more: Choose Target
Leading technology provides a seamless end-to-end service:
Branding capabilities
Flexible configuration across different devices
Rich user experience with intuitive functionality
Secure multi-factor authentication
Content management for marketing communications
Rapid deployment and 24/7 availability
Transfer experts
Transfer agent means we take the administrative heavy lifting – allowing you to concentrate time and effort on business planning and management, rather than administration.
