transfer agent


An agent employed by a corporation or mutual fund to maintain shareholder records, including purchases, sales, and account balances.

Use transfer agent in a sentence

He would be acting as the transfer agent and everything would have to go through him in order to be approved.

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John worked as a transfer agent with the firm. He was responsible for maintaining shareholder records and transaction information and balances.

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The third party entity responsible for the administration of shareholder records, including the processing of paper certificates, issuing proxies and meeting notices, etc., is called the transfer agent.

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deposit/withdrawal at custodian (DWAC) mutual fund custodian