Funds & AMC

We are the sole Italian national champion in the securities services business.

Transfer Agent

Transfer Agent services include:

  • Investor recordkeeping/Shareholder servicing
  • Handling of lost, destroyed, or stolen certificates
  • Account administration and order processing
  • Cash/dividend distribution
  • Distribution support
  • Reporting services
  • Compliance reporting



  • Knowledge of local context (e.g. specific country regulation)
  • Benefits from cross-selling of other products
  • Personnel experience, technological and normative knowledge
  • Italian flexible platform
  • Competitive pricing
  • Constant presence to associations work groups
  • Long term positive track record (less than 1.5 error per million transactions)