One of the largest providers of investment and pension fund services throughout Central and Eastern Europe
Our Legacy
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A member (since 2009) of the international network of Atlantic Group companies, managed by a team appointed by Atlantic.
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A shared tradition with U.S. based Forum Financial Group, a major U.S and international fund service provider since 1986.
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Founded in 1995 as a joint venture of Forum and Citibank Handlowy, Warsaw.
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From 2003 to 2009, managed the Citigroup Transfer Agency product on a global scale.
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In 2005, Atlantic developed and launched our unique Global Transfer Agency System (GTAS), now operating in major global hubs.
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GTAS now serves such significant markets as Luxembourg, Hong Kong, Poland and Dublin; as well as UCITS funds (local, Luxemburg, Irish) distributed in Central and Eastern Europe.
Our Present
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We provide comprehensive transfer agency, fund accounting, Call Center and Internet services, distribution services.
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Our client list includes some of the largest, most reputable and most solidly-based firms in the industry.
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We offer services to more than 2mln registers, handle approximately 60,000 calls monthly. Our applications are used in several thousand points of sale.
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Our staff consists of 180 highly educated and highly trained professionals, with extensive experience in investment products, operations and technology.
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Our proprietary systems were developed by our own IT experts.
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Our systems, based on advanced technologies, are scalable to meet the requirements of pan-European and Asian funds.
Our Future — Working With You
We promise you that we will continue working for the quality technological solutions that benefit you and your funds. Our past efforts have won us a nomination to the Excellence in IT Europe Awards 2006, Best Regulatory Driven Initiative (category funded by the Financial News, London).
We at Atlantic are focused on dynamic growth — not just growth of our company, but growth of your own business. In today’s driven market, our active involvement in, and with cooperation with, major industry-wide business and regulatory organizations is one proof of our pledge to keep all our clients abreast — no, even ahead of — all development of importance to the health, wealth and growth of their funds.
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We have prepared intensively for changes that will result from the UCITS IV Directive.
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We are active members of the Luxembourg TA and Distribution Forum, as well as of ICI IOAC
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We are a member of Clearstream and Euroclear
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We participate in SWIFT and ISITC initiatives and cooperated with members of Findel and AFAC.
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Our systems will be able to service messages in ISO 20022 standards; we can handle conversion from ISO 15022 to 20022 format.
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We are cooperating closely with DTCC as it strengthens its ties with other European organizations.
