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Clients appreciate our unique knowledge, quality of service and high security. Long-term experience in servicing investment and pension funds enables us to create innovative solutions suited to your high requirements.

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Benefits of Outsourcing

Personalised services that can be quickly customised – this is only a fraction of Pekao FS strengths as a transfer agent. In addition, by outsourcing part of its workload to Pekao FS your company will be able to:

  • focus on key tasks,
  • restructure its costs,
  • achieve a higher quality of services due to collaboration with a professional provider of transfer agent services,
  • have easy and fast access to the latest information technologies,
  • minimise the risk of breakdowns and disruptions,
  • use state-of-the-art IT security solutions,
  • draw on the knowledge of highly experienced experts,
  • partially resign from monitoring its cash flows as such services are outsourced to a transfer agent,
  • define objectives and priorities based on regular and direct liaison with Pekao FS manager dedicated to your company.


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