Services

Seamless Registrar
and Investor Services
for Funds

JTC delivers efficient investor onboarding, fund transfers, and reporting solutions, ensuring regulatory compliance and a superior investor experience across private and public fund structures worldwide.

Trusted by Leading Global Financial Institutions

Our company has a range of open-ended funds that are valued daily and allows for daily dealing. The strict regulations around client money and the time critical nature of the delivery of valuations means that we have to be able to rely on our service providers to ensure a seamless and reliable service no matter what happens in the market. During the Covid-19 virus outbreak JTC, our fund administration and transfer agent partner, has enacted its Business Continuity model so that all staff are working remotely. We are pleased that the transition has been seamless, but we wouldn’t expect anything less from the professional team at JTC.

Registrar and Investor Services

JTC’s registrar and transfer agency solutions offer end-to-end investor servicing, ensuring regulatory alignment, timely transactions, and clear investor communications. Our technology-driven platforms enhance efficiency while maintaining the highest standards of compliance. Our services include:

Investor Onboarding & KYC Compliance

Streamlined due diligence and investor registration aligned with global regulatory standards.

Transaction Processing

Efficient handling of subscriptions, redemptions, transfers, and distributions.

Capital Calls & Distributions

Managing capital commitments, drawdowns, and investor payments.

Investor Reporting & Statements

Real-time reporting and transparent communication with investors.

Regulatory & Tax Compliance

Ensuring adherence to FATCA, CRS, and other global tax reporting obligations.

Overcoming Investor and Transfer Agency Challenges

Ensuring Investor Transparency

Delivering accurate, timely investor communications and financial reporting.

Managing Regulatory Compliance

Aligning investor processes with evolving global and jurisdictional regulations.

Streamlining Fund Transactions

Facilitating seamless investor onboarding, transfers, and distributions.

Enhancing Operational Efficiency

Leveraging technology to automate workflows and reduce administrative burdens.

Dedicated Team

Our Shared Ownership model means our people are invested in what they do and are dedicated to your success.

Find Your Local Team

Your Investor Services Experts

JTC’s investor services specialists provide efficient registrar and transfer agency solutions, ensuring accurate investor record-keeping, compliance, and a seamless investor experience.

Joost Mees
Managing Director – Head of Luxembourg
ICS
Wouter Plantenga
Group Director – Institutional Client Services
ICS
Vincent van den Brink
Commercial Director
ICS
Lloyd Collier
Senior Director – UK & Ireland ICS
ICS
Photo of Marie Fitzpatrick
Marie Fitzpatrick
ICS Head of Client Experience
ICS
Simon Gordon
Senior Director – Fund & Corporate Services
ICS
Will Turner
Director – Fund & Corporate Services
ICS
Kobus Cronje
Managing Director – Guernsey
ICS
Will Cameron
Managing Director – London – Fund & Corporate Services
ICS
Charlie Brownlee
Director – Fund Accounting
ICS
Gilles Goy
Manager – Fund & Corporate Services
ICS
Tommy Ogbuka
Director – Fund & Corporate Services
ICS

Frequently Asked Questions

What investor services does JTC provide?

JTC offers comprehensive registrar, transfer agency, and investor support, including onboarding, compliance, transaction processing, and reporting.

How does JTC ensure regulatory compliance?

We align investor services with global and jurisdictional requirements, managing FATCA, CRS, AML, and other compliance obligations.

How does JTC streamline fund transactions?

Our investor services leverage technology to automate capital calls, distributions, and transaction processing, ensuring accuracy and efficiency.

What types of funds does JTC support?

JTC supports private equity, real estate, infrastructure, hedge funds, and listed funds.

Insights on Investor Services and Compliance

Stay informed on best practices in investor servicing, digital reporting solutions, and evolving AML & KYC regulations with JTC’s expert insights. 

Insights on Investor Services and Compliance

Stay informed on best practices in investor servicing, digital reporting solutions, and evolving AML & KYC regulations with JTC’s expert insights. 

Insights on Investor Services and Compliance

Stay informed on best practices in investor servicing, digital reporting solutions, and evolving AML & KYC regulations with JTC’s expert insights. 

Insights on Investor Services and Compliance

Stay informed on best practices in investor servicing, digital reporting solutions, and evolving AML & KYC regulations with JTC’s expert insights. 

Insights on Investor Services and Compliance

Stay informed on best practices in investor servicing, digital reporting solutions, and evolving AML & KYC regulations with JTC’s expert insights. 

Insights on Investor Services and Compliance

Stay informed on best practices in investor servicing, digital reporting solutions, and evolving AML & KYC regulations with JTC’s expert insights. 

Insights on Investor Services and Compliance

Stay informed on best practices in investor servicing, digital reporting solutions, and evolving AML & KYC regulations with JTC’s expert insights. 

Insights on Investor Services and Compliance

Stay informed on best practices in investor servicing, digital reporting solutions, and evolving AML & KYC regulations with JTC’s expert insights. 

Insights on Investor Services and Compliance

Stay informed on best practices in investor servicing, digital reporting solutions, and evolving AML & KYC regulations with JTC’s expert insights. 

Your Investor Services Experts

JTC’s investor services specialists provide efficient registrar and transfer agency solutions, ensuring accurate investor record-keeping, compliance, and a seamless investor experience.

Lloyd Collier
Senior Director – UK & Ireland ICS
ICS
Photo of Marie Fitzpatrick
Marie Fitzpatrick
ICS Head of Client Experience
ICS
Simon Gordon
Senior Director – Fund & Corporate Services
ICS
Will Turner
Director – Fund & Corporate Services
ICS
Will Cameron
Managing Director – London – Fund & Corporate Services
ICS
Tommy Ogbuka
Director – Fund & Corporate Services
ICS

Your Investor Services Experts

JTC’s investor services specialists provide efficient registrar and transfer agency solutions, ensuring accurate investor record-keeping, compliance, and a seamless investor experience.

Joost Mees
Managing Director – Head of Luxembourg
ICS
Vincent van den Brink
Commercial Director
ICS
Gilles Goy
Manager – Fund & Corporate Services
ICS

Your Investor Services Experts

JTC’s investor services specialists provide efficient registrar and transfer agency solutions, ensuring accurate investor record-keeping, compliance, and a seamless investor experience.

Wouter Plantenga
Group Director – Institutional Client Services
ICS

Insights on Investor Services and Compliance

Stay informed on best practices in investor servicing, digital reporting solutions, and evolving AML & KYC regulations with JTC’s expert insights. 

Insights on Investor Services and Compliance

Stay informed on best practices in investor servicing, digital reporting solutions, and evolving AML & KYC regulations with JTC’s expert insights. 

Your Investor Services Experts

JTC’s investor services specialists provide efficient registrar and transfer agency solutions, ensuring accurate investor record-keeping, compliance, and a seamless investor experience.

Wouter Plantenga
Group Director – Institutional Client Services
ICS

Insights on Investor Services and Compliance

Stay informed on best practices in investor servicing, digital reporting solutions, and evolving AML & KYC regulations with JTC’s expert insights. 

Your Investor Services Experts

JTC’s investor services specialists provide efficient registrar and transfer agency solutions, ensuring accurate investor record-keeping, compliance, and a seamless investor experience.

Charlie Brownlee
Director – Fund Accounting
ICS

Insights on Investor Services and Compliance

Stay informed on best practices in investor servicing, digital reporting solutions, and evolving AML & KYC regulations with JTC’s expert insights. 

Insights on Investor Services and Compliance

Stay informed on best practices in investor servicing, digital reporting solutions, and evolving AML & KYC regulations with JTC’s expert insights. 

Insights on Investor Services and Compliance

Stay informed on best practices in investor servicing, digital reporting solutions, and evolving AML & KYC regulations with JTC’s expert insights. 

Insights on Investor Services and Compliance

Stay informed on best practices in investor servicing, digital reporting solutions, and evolving AML & KYC regulations with JTC’s expert insights. 

Let’s Bring Your Vision to Life

From 2,300 employee owners to 14,000+ clients, our journey is marked by stability and success.