Whitepaper

The Evolution of Transfer Agency: How to Choose a True Strategic Partner

Gain the insights you need to find the right future-ready partner

In Australia’s evolving asset management landscape, choosing the right transfer agency partner (unit registry in Australia) has never been more critical.

Asset managers are under increasing pressure to modernize operations, enhance investor experiences and meet evolving regulatory demands—while still achieving scale and efficiency. That's why traditional transfer agency models are no longer enough.

Read the white paper to learn how to select a future-ready transfer agency partner that will enable you to:

Modernize investor servicing with scalable technology and digital solutions.
Strengthen compliance and operational resilience with integrated services.
Support growth with data-driven insights and streamlined operations.

Discover how the right partner can help you scale, innovate and stay ahead.