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Transfer Agency

Responsible for maintaining shareholder account records, managing the purchase, exchange and redemption process, handling shareholder, broker/dealer and fund management questions and issues and disbursing dividend and federal tax information, the role of the transfer agent is a critical one. Commonwealth Fund Services is an SEC registered transfer agent and has been providing shareholder services to mutual funds since 1987. We use state-of-the-art transfer agent technology and process management coupled with responsive personnel to provide accurate and timely shareholder recordkeeping services including: