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mutual fund transfer agency

Mutual fund Transfer Agency

mutual fund transfer agency in richmond virginia

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: