Growing your alternative investment offerings can be challenging — there are risks everywhere. Managing complex stakeholder engagement, mitigating risk across board composition, corporate secretary responsibilities, tax and regulatory reporting, and corporate events can be complicated and time consuming.
What if you had a full-service partner offering the solutions you need today — and in the future — while managing daily tasks for you, to reduce risk and make growth easier?
From the initial investor subscription phase including escrow services to disbursement, share repurchase programs, proxy voting and solicitation as well as sales support for the selling brokers, we offer a total recordkeeping solution with technology that provides accurate, live data to take the risk out of decision making.
Find out more about how Computershare can position you for success.
Experience you can rely on
For more than 35 years, we have helped thousands of public and private companies through our expert people and technology. As your transfer agent, we can help with:
Capital raising
Easier access to capital through non-traditional techniques, including order processing. We support order records and settlement files with DTCC’s AIP, as well as capturing, reporting and paying upfront and trailing commissions.
Dedicated care team
Specialized alternative investments experts will manage all broker-dealer, financial advisor, custodian and investor requests on your behalf so you can focus on your business.
Security and technology
We focus on data integrity, privacy and business continuity so you can be confident that your company and investor information is secure.
The tools you need
Our proprietary recordkeeping system can manage records with any level of complexity. Our issuer and investor websites provide stakeholders with account access. You’ll also benefit from our Corporate Actions Portal and web-based Share Repurchase Programs.
Service beyond the registry
When you work with Computershare, we will support your company as you evolve. We are ready to help with your corporate governance and transactional needs including listing events, M&A and corporate actions.
Full-service offering
We offer support for order records and settlement files with DTCC’s AIP and other third parties. We can also capture, report and pay upfront and trailing commissions, and provide data aggregation for the consolidation of assets under management.
Support for Advisors and Custodians
Access the information and insights you need most through our Alternative Investments Portal for advisors, brokers, custodians and sponsors.
You will also have the support of specialized alternative investments teams, dedicated to engaging with your key stakeholders and addressing their transactional requests.
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For Advisors and Brokers
This platform provides access to a range of data at the shareholder level for advisors and brokers on FINRA.
You can view and download:
- Investor information
- Shares
- Price
- Value
- Account number
- Transaction history
- Statements
- Tax documents
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For Custodians
This platform provides access to a range of data at a custodian, fund and individual investor level.
You can view and download:
- Daily investor positions
- Ad hoc "as of" position reports
- Investor statements
- Confirms
- Tax forms
- Distribution detail report
- Corporate action payment detail report
- Balance by date
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Aggregator Access Services for Advisors
Computershare will electronically deliver your clients' applicable alternative investments information to your aggregator for a consolidated view of your clients' portfolio, saving you time and effort.
To enroll, email us today for the Aggregator Access Services package.
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Dedicated Care Team
Specialized alternative investments experts to engage with key stakeholders:
- Broker-dealers
- Custodians
- Financial advisors
- Investors
Access alternative investments company information and printable forms.
Capital raising techniques beyond the routine equity offering
Leaders of three unique companies offer real-world insights to business finance leaders who may be looking for new and creative channels for raising capital.
News and Insights
- 1 MAY 2023
Blue Vault: Expect more from a full-service alternative investment transfer agent
View Article