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Transfer Agency

Transfer Agency is critical to funds’ distribution success. Servicing many of the most sophisticated asset managers in the world, Wingate is committed to providing global Transfer Agency. We support clients distributing cross-border Luxembourg, Ireland, Cayman, Bermuda and Hong Kong domiciled funds, as well as US domiciled alternative funds, to institutional and wholesale investors.

Transfer Agency is a core component of WAML’s overall cross-border service offering. We support our clients and their investors in close to 100 countries throughout the world via our global service model. Our service covers core processing and shareholder services as well as distribution intelligence.

We excel in servicing complex fund structures and key features of our offering include:

Long-Term Commitment and Strategy

We are investing in flexible market leading technology to meet clients’ and investors’ requirements and ever increasing regulatory changes.

Customizable Global Service Model

Our multi-lingual servicing desks across time zones offer full operational capability with a consistent level of service.

Robust Infrastructure

We provide a single Transfer Agency platform globally. When combined with WAML Infomediary®, this offers a unique connectivity solution for distributor communications.

Focus on Investor OnBoarding

We focus on investor onboarding and ongoing servicing critical to an asset manager’s relationship with its underlying clients. We have a strong expertise in local business practices including AML/ KYC.