We partner with financial providers globally to connect millions of people with their assets including equities, pensions and superannuation, investments and property.

How we'll help you

Insights

19Apr2021

UK Transfer Agency: How we treat vulnerable customers fairly

During a pandemic or otherwise, treating customers fairly is at the forefront of our focus.

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26Mar2021

Transfer Agency: seamless processes for investors at the touch of a button

Transfer Agencies (TA) have faced many industry changes, particularly in 2020. Investors have had to adapt and so has the TA – fast.

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04Feb2021

Virtual AGMs in 2020

How we scale and flex to help our clients, large and small.

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27Jan2021

UK Dividend Monitor Q4 2020 webcast highlights

Was the worst recession in 300 years as bad for investors as it could have been? Find out from our market experts.

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18Jan2021

A review of General Meetings – 2019 v 2020

During 2020, we again analysed the voting results of our client General Meetings (GMs) in the UK and Ireland.

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11Dec2020

CP86 December update: what does it mean for SMICs?

The Central Bank of Ireland’s (CBI) latest review included updated guidance that all Irish fund management companies (FMC) must appoint a minimum of three full-time employees (FTE). Find out how we can help.

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Company news

17 February 2021

FTSE Small Cap 100 and AIM companies make little progress on diversity.

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15 February 2021

Link Fund Solutions and Confluence Launch Portfolio Compliance Solution for Link Funds in Europe

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08 February 2021

Link Fund Solutions appoints new iNEDs to board

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