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RBC I&TS
Transfer agency


Gap analysis:
RBC I&TS vs all-vendor average
8 service elements in transfer agency
Adequacy
Competence
Ease of use
Scope
Accuracy/Timeliness
Responsiveness
Overall

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Finding scores for Transfer agency...


Subscriptions/redemptions
Client set-up/amendment
Interface with fund accountant
Dividend/income distributions
Investor reporting
Shareholder records
KYC/AML compliance
Fund distribution support


     




Service element and measure
Gap
Transfer agency: unlock the full report...

Definitive assessment of service provision across the below 8 underlying service elements
by reference to accuracy/timeliness and responsiveness

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-  Respondent base
The ServiceMatrix rating reports are based on evaluation of suppliers by many prestigious financial institutions

  • Asset managers
  • Supranationals & sovereign wealth
  • Government bodies
  • Pension funds
  • Insurance companies
  • Endowments & foundations
  • Banks & brokers
  • Wealth managers & family offices