TA – Standing Instructions API
Transfer Agency – Standing Instructions API
Extracts standing instructions setup details per fund or plan by unitholder (investor) level.
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Why use these APIs?
Our Transfer Agency APIs enables you to access all the key data you require for your daily transfer agency processes.
Key Features
- Real-time information
- Integration with Existing Systems
- Increased Automation
Transfer Agency – Standing Instructions API
This API provides data regarding any Standing Instructions or Regular Plans which an investor has signed up for.