As transfer agent, Huntington Asset Services serves as your formal liaison with shareholders, registered representatives and any other professionals conducting fund business. Your transfer agent creates the most visible and lasting impression with investors, so it's imperative you choose a company that has your reputation in mind.
At Huntington Asset Services, we have the sophisticated telephone systems and internet capabilities necessary to deliver fund information in the most timely and efficient manner. We also have the people skills to make sure that information is delivered with a personal touch—and that's what has the greatest impact with shareholders.
As your Transfer Agent, we will provide you with:
- Shareholder service teams with specialized training, including industry-certified mutual fund specialists
- 24/7 interactive voice response system that provides account and tax information, along with daily NAVs
- Online capabilities to view shareholder account information and process transactions
- Online shareholder statements, confirmations and tax information
- Online broker/dealer and financial intermediary support
- Asset allocation and average cost basis support
- Full Fund/SERV, Comm/SERV and Networking support
- Daily reconciliation of shareholder and fund DDA activities