Funds & AMCs

We are the sole Italian nationwide player in the securities services business.

Transfer Agent

Our Transfer Agent services include:

  • Investor record-keeping/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 regulations)
  • Benefits from cross-selling of other products
  • Experienced personnel with in-depth technological and legislative knowledge
  • Flexible Italian platform
  • Competitive pricing structure
  • Constant presence in industry work groups
  • Long-term positive track record (less than 1.5 errors per million transactions)