Transfer Agency Services Ep. 4 : Investors’ Communication Explained

In this final episode, Maria Karekla, Arendt Investor Services, speaks with Graham Wilcox, BNY, about why strong investor communication is at the heart of transfer agency. They explore the TA’s role as the “vital link” between the fund and its investors, from day-to-day liaison and query handling to regulatory reporting and AGM preparation. Graham explains how clear, timely and accurate communication builds trust, supports compliance and improves investor experience. They also touch on digital channels, investor portals, new technologies like AI, and the importance of transparency, accessibility, consistency and security—key principles for any TA professional.