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Transfer Agent & investor services

A service offering that is as close as possible to the interests of managers and the concerns of investors.

As a key contact for our clients and investors, we act as transfer agent and registrar for Private Equity, Real Estate, Infrastructure and Private Debt funds.
Our experienced staff provide long-term support to fund managers and facilitate their communication strategy with end-investors.

We provide the following functions for managers and their investors:
• Shareholder register-keeping,
• Commitments management,
• Position report production for investors/distributors,
• Production of capital transaction balances,
• Issuance of fiscal statements.
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Important information – CACEIS’ corporate identity is currently being used to sell fraudulent term deposit products. CACEIS has nothing to do with such offers and does not even sell investment products. Please be vigilant and avoid becoming the victim of this type of fraud.