Link Group’s people achieve highest pass rate for CISI's new transfer agency qualification

Insights - Publications

Link Group’s purpose is to connect people with their assets. Our UK transfer agency services are core to this.

Our transfer agency experts support investment managers across all fund structures and asset classes.

We help our clients focus on what they do best, while we support their investors with the information they need and the service they expect. Our investment in technology, distribution support and service delivery make us a world-class partner.

To provide service excellence, we invest positively in learning and development for our people.

In 2021, the CISI launched the ‘Transfer Agency Administration and Oversight’ paper as part of its Investment Operations Certificate (IOC).

We’re proud that over 20% of participants in the new qualification have been from Link Group, with our employees achieving a 100% pass rate.

Download our case study to find out more.

Karl Midl

Chief Executive Officer, Link Fund Solutions

Tel: +44 (0) 7951 266 225

karl.midl@linkgroup.co.uk

09 May 2022

Greater standardisation of product structures required to deliver better consumer outcomes, say industry leaders

Meeting new Consumer Duty requires greater focus on each interaction. Lack of consistency and collaboration is hindering progress.

Read more