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Transfers

Simple and swift fund transfers

Calastone Transfers automates client fund transfers between platforms without the need to redeem investments holdings. We automate the transfers process enabling fast, accurate STP and can reduce completion times to under one business day. Clients can improve their allocation of resources and improve investor experience.

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    Flexible approach

    One global transfers solution through a single connection.

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    Operational efficiency and service improvement

    Accurate, fast and reliable STP processing enables best client experience.

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    Certainty and transparency

    Oversight across the entire process protects investor interests.

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Explore other solutions

Mutual Funds

Explore how our suite of mutual fund services can bring operational efficiency and drive distribution

Order Routing

Settlements

Share Class Conversions

Dividends

Reporting

CDSC

Money Market Funds

Optimise the liquidity investment process

Money Market Services

ETFs

Primary market ETF administration and servicing

ETF Servicing

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Webinar

Making asset transfers faster and easier

On Demand

Speakers
  • Sharn Rai Product Manager, Calastone
  • Louis Wright Sales and Relationship Management, Calastone
Watch webinar

We have been impressed with Calastone’s progress in a relatively short period of time and we are pleased to be connected. We look forward to reaping the efficiencies that automation will bring and being able to make our funds available to Calastone’s growing global network of participants. Head of Pictet Funds, Transfer Agent Services, Pictet

We are committed to constantly improving the user experience at all points along the user journey. Connecting to Calastone and automating our order flow means our clients will benefit from improved operational efficiency and even easier access to investment products from leading fund managers. Chief Executive, James Hay

We specifically selected Calastone to carry our offshore funds as an automated environment affords us greater cost control. Widespread distribution of our funds is key and having access to Calastone’s community of fund distributors, transfer agents, wrap platforms, and stockbrokers helps us to stay ahead for our investors in this evolving market. Operations Director, J O Hambro Capital Management

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How can we help?

Reach out and a member of our team will be happy to help.

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4.0k+

More than 4,000 clients process trades through our network

40k+

We operate in excess of 40,000+ trading links

56

We connect funds across 56 different countries and territories for truly global coverage

£250bn

Processing £250 billion of investment value each month

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