Experience

We are the first transfer agent in Poland. We gained experience in funds operation together with development of the capital market in Poland. We commenced our activities in 1992 as joint venture of Bank Pekao SA and Pioneer International Group. Therefore we could use experience and know-how of the American shareholder while developing our services.
At present we have over 25-year experience in providing financial institutions with operational and technological solutions, serving funds participants and independent distribution of fund units.

Investment funds

We have been providing services for benefit of funds managed by Pioneer Pierwsze Polskie TFP SA since 1992. We have offered services for benefit of European funds managed by Pekao/Alliance TFI SA since 1996 and then, after merger of Pioneer funds and European funds, for benefit of a newly created family of Pioneer funds. In June 2010 we took over operation of open investment funds of Legg Mason TFI SA (now Esaliens TFI SA).
We also have experience in supporting the Companies with maintaining registers of closed funds participants and operation of foreign investment funds.

Pension funds

In 1999 the scope of our services was extended with solutions dedicated for operation of pension funds. Together with our Customers- common pension funds of Allianz Polska, Aegon and Pekao Pioneer, we organized operation of so called second pension pillar in Poland. We were the first transfer agent that commenced operation of employee pension funds. In 2012 we commenced operation of voluntary pension funds (IKZE and IKE Programs) for the Polish Economic Society.

 

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