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Shouldice hospital

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Title: Shouldice hospital

Essay Details:

Subject: Business

Author: Marion M

Date: September 26, 2015

Level: University

Grade: A

Length: 4 / 1063

Essay text:

Transfer agent is responsible for clearing the customer’s checks. Notify the funds of the purchase or sales of shares. - Send confirmation back to customer. - Exchange of shares from one fund to the other, must notify both funds of the sale and purchase of the shares. - Account information and fund reports: provide information to mutual fund holder on the performance of their funds. - Customer’s inquiries and problems resolutions: sales, customer service. - Monitoring and compliances: ensure overall compliance with each fund’s prospectus in matter relating to shareholder activity and customer service (such as compliance with minimum balances required) - Shareholder transaction reported and reconciled on daily basis...

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