Transfer Agency Services Ep. 2 : Share Register - The Main Tool for TA Specialists

An episode of the The LPEA Insights podcast, hosted by LPEA, titled "Transfer Agency Services Ep. 2 : Share Register - The Main Tool for TA Specialists" was published on November 24, 2025 and runs 18 minutes.

November 24, 2025 ·18m · The LPEA Insights

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Summary

In this episode, Maria Karekla, Arendt Investor Services, is joined by Lhora Campbell, BNY, to demystify the share register—one of the most essential legal records in transfer agency. They explain what the register contains, why accuracy and timeliness are critical, and how updates, ownership changes, and investor details must be carefully verified and documented. The conversation highlights best practices, common pitfalls, regulatory expectations, and how digital tools are reshaping register maintenance. A clear, practical guide for TA professionals who need to understand the importance of a clean, compliant, and reliable share register.

Episode Description

In this episode, Maria Karekla, Arendt Investor Services, is joined by Lhora Campbell, BNY, to demystify the share register—one of the most essential legal records in transfer agency. They explain what the register contains, why accuracy and timeliness are critical, and how updates, ownership changes, and investor details must be carefully verified and documented. The conversation highlights best practices, common pitfalls, regulatory expectations, and how digital tools are reshaping register maintenance. A clear, practical guide for TA professionals who need to understand the importance of a clean, compliant, and reliable share register.

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