Administrative Services   
  
      
  • Process Requests for change of investor details including name, address &     nominee
        » Verify signature & Authority
        » Reflect changes on the investor record system
        » Intimate Customer   
  • Process transfer requests on death
        » Check for required documentation
        » Reflect changes on the investor record system
        » Intimate Customer   
  • Prepare & maintain register of members for various purposes   
  • Manage proxy solicitation process
      

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