Issuer and Investor Services

All of the services and actions taken by FuseFi Transfer fall under an annual audit of the SEC and are the responsibility of the Transfer Agent company.

Issuers and Investors get our commitment to 24/7 support as well as a partner that takes accountability.

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Cap Table Management

  • Equity Transfer & Capital Flow Management
  • Digital Certificates of Investment
  • Certified Records
  • Full Access To The Industry Transfer Portal
  • Cap Table Tracking

Books and Records Retention Services

  • Maintain List of Document Retention Requirements
  • Pre-Loaded Storage Folders for each Books and Records Category
  • Tracking of Documents and Alerts for Missing Documentation
  • Offering Review and Management
  • Entity Review and Management
  • Portfolio Asset Review and Management
  • ERC, Communication Review
  • Corp Governance & Work Flows
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