Investment Sector

How can we help your company?

For over 25 years, our idea has been to provide comprehensive service in the field of transfer agents.

We provide our clients with the full range of transfer agent services and modern, dedicated IT tools tailored to individual requirements and needs as well as applicable legal regulations.

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Transfer Agent services

We provide comprehensive operational support services for investment funds – always in accordance with current legal regulations and guaranteeing the highest level of implementation and the full satisfaction of our clients.

We operate:

  • all types of funds, including Open Investment Funds, Closed Investment Funds, Alternative Investment Funds
  • all types of products, including IKE, IKZE, PPE, PSO, PPK
  • various categories of participation units

Our services include:

  • keeping a register of participants,
  • distribution and operation of the distribution network,
  • full support for KIID / PRIIPS, AML, FATCA, CRS,
  • sending transaction confirmations and other personalized correspondence,
  • full service of investment certificates,
  • providing information on the phone about the participation in the Fund to Investors, Participants, distributors and dealers (call center/customer service),
  • clarifying orders or instructions for defects or other discrepancies,
  • clarifying written questions or complaints of Participants, distributors and dealers,

and many other activities necessary to conduct TFI activities.

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IT Solutions

Having many years of experience in servicing the investment sector, we are aware that proper functioning and delivery of services at the highest level is possible not only thanks to the extensive competence of our employees, but also thanks to the use of modern IT solutions that support and accelerate all processes related to financial management.

We provide modern, fully parameterized internet solutions to support funds for distributors (B2B) and participants (B2C).

We are a manufacturer of solutions supporting TFI activities in the field of asset valuation, asset management, AML service and data warehouses.

We equip our solutions with remote mechanisms ensuring, among others:

  • identity verification and the possibility of concluding a contract remotely,
  • online cooperation between the distributor and the customer (video calls, order baskets, e-confirmations)
  • mobile access for participants.

Discover our products

Choose from solutions already used by dozens of companies in the banking sector. See how they can improve the functioning of your company.

Do you need assistance?

You don’t know which solution suits your problem? We are happy to talk about the details.

Tomasz Kowalik

Sales Director of the ProService Finteco Group

Previous implementations

See how our solutions have helped companies in the banking sector.

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