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Transfer Agency and Shareholder Services

What are you looking for in a transfer agent? A comprehensive control structure. Third-party audit review. Rigorous service and quality control. For more than 15 years, Citi has provided superior transfer agency services to retail and institutional clients with diversified needs. Perhaps that’s why we process an ever-growing asset and account base throughout the world.

Among the benefits that we can offer you are:

  • Superior shareholder recordkeeping/servicing
  • Accurate and timely transaction processing
  • Meticulous internal and external independent audit review
  • Stringent quality standards and controls

We provide the complete range of services to support your shareholder recordkeeping, transaction processing and reporting.

More about Citi’s Transfer Agency and Shareholder Services