Fund Services

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Transfer Agency Services

J.P. Morgan provides responsive, innovative and comprehensive transfer agency services, and is a market-leading provider in the Dublin and Luxembourg fund markets. Service representatives with real-time access to shareholder transactions, account histories and mutual fund share prices, provide premium service to shareholders and financial intermediaries.

Client-focused service model:

  • Round-the-clock Internet access for shareholders and intermediaries
  • Representatives are Series 6 and 63 trained
  • Dedicated Operations and Shareholder Service teams
  • Multiple share class support: full commission support for load / no-load funds, 12b-1, contingent deferred sales charge (CDSC) and redemption fees

Cash management and information access:

  • Automated DDA account reconciliation and real-time data extraction for comprehensive reporting
  • Innovative payment and collection channel
  • Internet access to sales data, redemptions and trends in shareholder and broker/dealer activity
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