Transfer Agent Services
As a trusted transfer agent, we provide a range of services to ensure the efficient management of your shareholder records:
Shareholder Record-Keeping: Accurate maintenance of all shareholder records and transactions.
Transaction Processing: Efficient handling of share transfers, issuances, and redemptions.
Dividend Distribution: Timely and accurate payment of dividends to shareholders.
Compliance Management: Ensuring all regulatory requirements are met.
Reporting and Communication: Providing clear and timely reports and communication to shareholders.
Our dual expertise in investment management and transfer agent services allows us to offer a holistic approach to managing your financial and shareholder needs. Trust TP Family Wealth to deliver personalized, professional, and innovative solutions that drive your financial success.