Transfer Agency & Investor Services
Delivering accurate data to investors and processing investor related transactions.
Growing regulations and increased investors’ expectations on transparency create greater complexity for fund managers when it comes to deliver accurate data to investors or to process investor related transaction.
No matter how diversified your portfolio may be, ZEDRA’s robust tech infrastructure and expertise on international regulatory frameworks, enable maintaining investor records for all classes of alternative investment up to date and in good legal standing, so you are able to provide real time data reporting and data analysis on investment portfolios when requested.
Our services include:
- Processing investor-related transactions
- Investor reporting
- Conducting investor due diligence in line with regulatory requirements
- Subscriptions and redemptions
- Design of a tailored ESG report based on your needs and resources.
Our Funds Solutions Team
David Mungall
Andrew Dipkin
Mark Cleary
Robert Zimmermann
Archie Irtizaali
Maarten Robberts
Peter Brown
Andy Cunningham
Kelvin Sng
Philippa-Lucy Robertson
Kelly Mukendi
Jesse Krantz
