IDEAS home Printed from https://ideas.repec.org/a/aza/jsoc00/y2008v1i4p382-389.html
   My bibliography  Save this article

What do we want from the transfer agent service provider?

Author

Listed:
  • Lentschat, Christophe

Abstract

Until the late 1990s, transfer agent (TA) work was seen as a secondary activity in the fund accounting-custody chain. TA service providers typically earn relatively low fixed annual fees and a small charge per transaction. As such, they have suffered from a lack of investment in specific TA systems. This paper will examine how the most recent changes in product and distribution dynamics are creating new dynamics in the TA industry. It aims to assess the progress obtained in the automation of core TA functions and the existing potential for the development of new added-value TA services. It will attempt to answer the question of whether TA is still a necessary cost of doing business from a fund administrator and custodian perspective, or whether it is becoming a business line in its own right.

Suggested Citation

  • Lentschat, Christophe, 2008. "What do we want from the transfer agent service provider?," Journal of Securities Operations & Custody, Henry Stewart Publications, vol. 1(4), pages 382-389, September.
    • Handle: RePEc:aza:jsoc00:y:2008:v:1:i:4:p:382-389
    as

    Download full text from publisher

    File URL: https://hstalks.com/article/2134/download/
    Download Restriction: Requires a paid subscription for full access.
    File URL: https://hstalks.com/article/2134/
    Download Restriction: Requires a paid subscription for full access.
    ---><---

    As the access to this document is restricted, you may want to search for a different version of it.

    More about this item

    Keywords

    transfer agent (TA); fund administration; specialised investment funds (SIFs); straight-through processing (STP); equalisation; dilution;
    All these keywords.

    JEL classification:

    • G2 - Financial Economics - - Financial Institutions and Services
    • E5 - Macroeconomics and Monetary Economics - - Monetary Policy, Central Banking, and the Supply of Money and Credit
    • K22 - Law and Economics - - Regulation and Business Law - - - Business and Securities Law

    Statistics

    Access and download statistics

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:aza:jsoc00:y:2008:v:1:i:4:p:382-389. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    We have no bibliographic references for this item. You can help adding them by using this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Henry Stewart Talks (email available below). General contact details of provider: .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.