{"id":188,"date":"2023-02-14T14:17:17","date_gmt":"2023-02-14T14:17:17","guid":{"rendered":"https:\/\/iqeq1.local:33771\/?post_type=service&#038;p=188"},"modified":"2023-09-18T14:06:11","modified_gmt":"2023-09-18T14:06:11","slug":"transfer-agency","status":"publish","type":"service","link":"https:\/\/iqeq.com\/services\/transfer-agency\/","title":{"rendered":"Transfer agency services"},"content":{"rendered":"<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <p\n                class=\"pre-header pre-header--deepgray\"\n                id=\"overview\"\n            >\n                Overview            <\/p>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">\n    <div class=\"container fade-in\">\n        <p style=\"text-align: justify\">Managing investors and shareholders can be a challenging and time-consuming task. Our transfer agency services are designed to provide you with peace of mind, knowing that your records are accurately maintained and payments are processed promptly. Focus on your core activities while we take care of your investors&#8217; needs with precision.<\/p>\n            <\/div>\n<\/section>\n\n<section class=\"service-boxes\">\n    <div class=\"container\">\n                <div class=\"boxes\">\n                            <div class=\"box box--purple\">\n                                            <p class=\"title\">$750B+<\/p>\n                                        <p>assets under administration<\/p>\n                <\/div>\n                            <div class=\"box box--purple\">\n                                            <p class=\"title\">800+<\/p>\n                                        <p>funds under administration<\/p>\n                <\/div>\n                            <div class=\"box box--purple\">\n                                        <p>Supporting <strong>11 of the top 15<\/strong> private equity firms<\/p>\n                <\/div>\n                            <div class=\"box box--purple\">\n                                        <p><strong>Advanced technology<\/strong> for accurate investor management<\/p>\n                <\/div>\n                            <div class=\"box box--purple\">\n                                        <p>Streamlined processes for <strong>increased efficiency<\/strong><\/p>\n                <\/div>\n                            <div class=\"box box--purple\">\n                                        <p><strong>Services<\/strong> to meet your specific needs<\/p>\n<p>&nbsp;<\/p>\n                <\/div>\n                    <\/div>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">\n    <div class=\"container fade-in\">\n        <h2 style=\"text-align: justify\"><strong>Our transfer agency services<\/strong><\/h2>\n<p style=\"text-align: justify\">We can support you with:<\/p>\n<ul style=\"text-align: justify\">\n<li>Booking investor transactions<\/li>\n<li>Cash management and processing<\/li>\n<li>Dealing with transfers<\/li>\n<li>Issuing capital call notices and distribution notices<\/li>\n<li>Issuing of capital account statements and Net Asset Value (NAV) statements<\/li>\n<li>Maintain investor records and monitoring all issues<\/li>\n<li>Ongoing Anti Money Laundering (AML) and Know Your Customer (KYC) services<\/li>\n<li>Processing of payments, capital calls and distributions<\/li>\n<li>Registrar services, including investor reporting and investor queries<\/li>\n<li>Set up new investors and investor AML \/ KYC<\/li>\n<\/ul>\n<h3 style=\"text-align: justify\"><strong>Streamlined record-keeping and investor registration<\/strong><\/h3>\n<p style=\"text-align: justify\">We can manage your shareholder register and simplify investor registration. Trust us to maintain accurate records while ensuring your investors&#8217; personal information is kept confidential.<\/p>\n<h3 style=\"text-align: justify\"><strong>Clear and comprehensive investor reports<\/strong><\/h3>\n<p style=\"text-align: justify\">Get comprehensive investor reports covering key areas like capital calls, redemptions, and distributions. Our reports follow the common reporting standard (CRS) for compliance and valuable insights.<\/p>\n<p style=\"text-align: justify\">We also offer regular NAV statements and capital account statements to give you access to the latest financial information.<\/p>\n<h3 style=\"text-align: justify\"><strong>Stay on top of relevant legislation &amp; regulations<\/strong><\/h3>\n<p style=\"text-align: justify\">Stay up-to-date with regulatory requirements with our expert investor services. We\u2019re well-versed in relevant legislation, including FATCA, so you can focus on your business with peace of mind.<\/p>\n<h3 style=\"text-align: justify\"><strong>Timely payment processing for interest and dividends<\/strong><\/h3>\n<p style=\"text-align: justify\">Maintain strong relationships with your investors by ensuring timely and accurate interest and dividend payments. Let us manage and issue payments through our expert services.<\/p>\n            <\/div>\n<\/section>\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <h2 id=\"why-iq-eq\">Why IQ-EQ?<\/h2>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">\n    <div class=\"container fade-in\">\n        <ul class=\"benefits\">\n<li class=\"purple-text\">One dedicated team<\/li>\n<li>Unrivalled technical expertise<\/li>\n<li>Committed service delivery<\/li>\n<\/ul>\n<p style=\"text-align: justify\">When it comes to managing your investments, it is important to have the right support. We have a global network of offices that provide you with a personal and localised experience, so no matter where you are in the world, you can trust us to provide a high-quality service that meets your specific requirements.<\/p>\n<p style=\"text-align: justify\">Looking for investment support that&#8217;s seamless, efficient and bespoke to your needs? Contact us today to find out how our trust agency services can help.<\/p>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">\n    <div class=\"container fade-in\">\n        <p style=\"text-align: center\"><a class=\"btn btn--mint\" href=\"https:\/\/iqeq.com\/make-an-enquiry\/\" target=\"_blank\" rel=\"noopener\">MAKE AN ENQUIRY<\/a><\/p>\n            <\/div>\n<\/section>\n\n<section class=\"testimonial-box standard-spacing\">\n    <div class=\"container\">\n        <div class=\"box\">\n            <blockquote class=\"style2 fade-in\">\n                <span>We have been client of IQ-EQ for 12 years now which by itself is a testament. We are indebted to IQ-EQ for being on their toes, prompt service, problem solving and supporting\/resolving investor queries. The team from top to bottom have been great asset for us.\r\n\r\n<\/span>\n                <cite>\n                    <span>Nalanda Capital Ptd Ltd<\/span>\n                                    <\/cite>\n            <\/blockquote>\n        <\/div>\n            <\/div>\n<\/section>\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <p\n                class=\"pre-header pre-header--deepgray\"\n                id=\"faq\"\n            >\n                FAQ            <\/p>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">\n    <div class=\"container fade-in\">\n        <h2><strong>Transfer agency FAQs<\/strong><\/h2>\n                    <div class=\"table\">\n                                    <div class=\"row\">\n                        <div class=\"col\">\n                            What are transfer agency services?                         <\/div>\n                        <div class=\"col\">\n                            <p>Transfer agency services are typically provided by a trust company, bank, or similar organisation, and can include tasks such as: managing investor records and relationships, recording transactions, issuing and cancelling certificates, dealing with lost or stolen certificates and processing investor mailings.<\/p>\n                        <\/div>\n                    <\/div>\n                                    <div class=\"row\">\n                        <div class=\"col\">\n                            Who needs a transfer agent?                         <\/div>\n                        <div class=\"col\">\n                            <p>For publicly listed companies with shareholders or investors who receive dividends, transfer agent services can be vital. They can help maintain strong investor relationships by ensuring timely and accurate transaction processing while also ensuring compliance with relevant laws and regulations.<\/p>\n                        <\/div>\n                    <\/div>\n                                    <div class=\"row\">\n                        <div class=\"col\">\n                            What is the difference between a registrar and a transfer agent?                        <\/div>\n                        <div class=\"col\">\n                            <p>Registrars and transfer agents both play vital roles in managing investor records. Registrars maintain records of bondholders and shareholders to avoid them from exceeding the authorised number of shares, whereas transfer agents manage investor account balances and certificates of security ownership. <\/p>\n                        <\/div>\n                    <\/div>\n                            <\/div>\n            <\/div>\n<\/section>\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <h2 id=\"key-contacts\">Key contacts<\/h2>\n            <\/div>\n<\/section>\n\n<section class=\"related-section related-section--people related-section--centered standard-spacing\">\n    <div class=\"container\">\n                <div class=\"cards row-load\">\n            <div class=\"person-card\">\n            <a href=\"https:\/\/iqeq.com\/people\/justin-partington\/\" class=\"bg-img lozad normal\">\n            <img width=\"290\" height=\"190\" class=\"attachment-person_card size-person_card lozad\" alt=\"\" sizes=\"(max-width: 290px) 100vw, 290px\" data-src=\"https:\/\/iqeq.com\/wp-content\/uploads\/2023\/04\/Justin-Partington_Formal_Grey.png\" \/>        <\/a>\n        <a href=\"https:\/\/iqeq.com\/people\/justin-partington\/\" class=\"bg-img lozad hover\">\n            <img width=\"290\" height=\"190\" class=\"attachment-person_card size-person_card lozad\" alt=\"\" sizes=\"(max-width: 290px) 100vw, 290px\" data-src=\"https:\/\/iqeq.com\/wp-content\/uploads\/2023\/04\/Justin-Partington_Informal_Green.png\" \/>        <\/a>\n        <div class=\"info\">\n                    <h3>\n                <a href=\"https:\/\/iqeq.com\/people\/justin-partington\/\">Justin Partington<\/a>\n            <\/h3>\n                <p class=\"job-title\">Global Head of Fund and Asset Managers<\/p>\n        <div class=\"border\"><\/div>\n                    <p class=\"location\">Luxembourg<\/p>\n                <a href=\"#contact-person\" class=\"link link--deepgray email\">\n            Send email        <\/a>\n                    <a href=\"tel:+3524661113852\" class=\"link telephone\">\n                +352 466 111 3852            <\/a>\n                            <a href=\"https:\/\/iqeq.com\/people\/justin-partington\/\" class=\"link link--darkmint permalink\">\n                Full profile            <\/a>\n                            <div class=\"socials\">\n                <a href=\"https:\/\/www.linkedin.com\/in\/justinpartington\/\" class=\"linkedin\">\n                    <span class=\"screen-reader-text\">LinkedIn<\/span>\n                <\/a>\n            <\/div>\n            <\/div>\n<\/div><div class=\"person-card\">\n            <div class=\"bg-img lozad normal\">\n            <img width=\"290\" height=\"192\" class=\"attachment-person_card size-person_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/wp-content\/uploads\/2023\/04\/Conor-Joyce-Formal-Grey-290x192.jpg\" \/>        <\/div>\n        <div class=\"bg-img lozad hover\">\n            <img width=\"290\" height=\"192\" class=\"attachment-person_card size-person_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/wp-content\/uploads\/2023\/04\/Conor-Joyce-Informal-Green-290x192.jpg\" \/>        <\/div>\n        <div class=\"info\">\n                    <h3>Conor Joyce<\/h3>\n                <p class=\"job-title\">Head of Transfer Agency, Ireland<\/p>\n        <div class=\"border\"><\/div>\n                    <p class=\"location\">Ireland<\/p>\n                <a href=\"#contact-person\" class=\"link link--deepgray email\">\n            Send email        <\/a>\n                    <a href=\"tel:+35361715735\" class=\"link telephone\">\n                +353 61 715735            <\/a>\n                                    <div class=\"socials\">\n                <a href=\"https:\/\/www.linkedin.com\/in\/conorpjoyce\/\" class=\"linkedin\">\n                    <span class=\"screen-reader-text\">LinkedIn<\/span>\n                <\/a>\n            <\/div>\n            <\/div>\n<\/div>        <\/div>\n        <div class=\"button-wrapper\">\n                    <\/div>\n    <\/div>\n<\/section>\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <p\n                class=\"pre-header pre-header--purple\"\n                id=\"insights\"\n            >\n                Insights            <\/p>\n            <\/div>\n<\/section>\n\n<section class=\"related-section related-section--insights standard-spacing\">\n    <div class=\"container\">\n                    <h2>Related Insights<\/h2>\n                <div class=\"cards row-load\">\n            <a\n    href=\"https:\/\/iqeq.com\/insights\/singapore-issues-money-laundering-national-risk-assessment\/\"\n    class=\"news-card\"\n>\n    <div class=\"bg-img lozad\">\n        <img width=\"360\" height=\"257\" class=\"attachment-news_card size-news_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/wp-content\/uploads\/2024\/06\/shutterstock_2469341945-360x257.jpg\" \/>        <div class=\"post-type post\">\n            Insight        <\/div>\n    <\/div>\n    <div class=\"info\">\n                <div class=\"top\">\n                            <p class=\"expertise\">Regulatory Compliance<\/p>\n                        <h3>Singapore issues Money Laundering National Risk Assessment<\/h3>\n                    <\/div>\n        <div class=\"bottom\">\n                            <p class=\"person\">By Justin Fletcher<\/p>\n                        <p class=\"date\">\n                                    27 Jun 2024                                            <\/p>\n        <\/div>\n    <\/div>\n<\/a><a\n    href=\"https:\/\/iqeq.com\/insights\/fca-regulatory-updates-2024-whats-happened-so-far\/\"\n    class=\"news-card\"\n>\n    <div class=\"bg-img lozad\">\n        <img width=\"360\" height=\"257\" class=\"attachment-news_card size-news_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/wp-content\/uploads\/2024\/06\/shutterstock_2429961801-360x257.jpg\" \/>        <div class=\"post-type post\">\n            Insight        <\/div>\n    <\/div>\n    <div class=\"info\">\n                <div class=\"top\">\n                            <p class=\"expertise\">Regulatory Compliance<\/p>\n                        <h3>FCA regulatory updates 2024: what\u2019s happened so far?<\/h3>\n                    <\/div>\n        <div class=\"bottom\">\n                            <p class=\"person\">By Rachel Aldridge<\/p>\n                        <p class=\"date\">\n                                    25 Jun 2024                                            <\/p>\n        <\/div>\n    <\/div>\n<\/a>        <\/div>\n            <\/div>\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"featured_media":0,"parent":0,"menu_order":0,"template":"","expertise":[17],"service_category":[22],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Transfer agency 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