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  2. Stock transfer agent - Wikipedia

    en.wikipedia.org/wiki/Stock_transfer_agent

    A stock transfer agent, transfer agent, share registry or transfer agency is an entity, usually a third-party firm unrelated to security transactions, that manages the change in ownership of company stock or investment fund shares, maintains a register of ownership and acts as paying agent for the payment of dividends and other distributions to ...

  3. Computer Age Management Services - Wikipedia

    en.wikipedia.org/wiki/Computer_Age_Management...

    Computer Age Management Services Limited (CAMS) is a mutual fund transfer agency serving Indian asset management companies. The company was incorporated in 1988 and is headquartered in Chennai. It became publicly listed in October 2020, subsequent to an initial public offering (IPO) through an offer by its existing shareholders.

  4. Custodian bank - Wikipedia

    en.wikipedia.org/wiki/Custodian_bank

    A mutual fund's custodian may also act as one or more service agents for the mutual fund such as being the fund accountant, administrator and/or transfer agent which maintains shareholder records and disburses periodic dividends or capital gains, if any, distributed by the fund.

  5. State Street Wins Mutual Fund Administrator and Transfer ...

    www.aol.com/2013/05/14/state-street-wins-mutual...

    State Street Wins Mutual Fund Administrator and Transfer Agent of the Year Awards BOSTON--(BUSINESS WIRE)-- State Street Corporation (NYS: STT) , announced today that it has been named 2013...

  6. DST Systems - Wikipedia

    en.wikipedia.org/wiki/DST_Systems

    DST Systems, Inc. is an American company that was acquired by SS&C Technologies in 2018. The company provided advisory, technology and operations outsourcing services to the financial services and healthcare industries.

  7. Cost basis - Wikipedia

    en.wikipedia.org/wiki/Cost_basis

    Transfer agents and broker/dealers are now required by law to report the gains or losses of any sales of covered shares to the IRS. Institutions transferring covered shares to another institution must transfer the basis for those shares within 15 days of transfer.