Not Taking Chances With Your Insurance Fund Transfer Agent

 

Insurance Funds are not the place to take a risk on less that perfect Transfer Agent services.

Atlantic has been perfecting its services offerings ever since its inception in 1995. Today we support one of the largest insurance companies in Central and Eastern Europe.

Atlantic is especially experienced in the calculation of various fee structures so that the client is never taken by surprise by unforeseen costs. We calculate for, among others events, administrative charges, life policy payouts, short and long-term disability, liquidation payouts and transfer charges.

We offer you predictably dependable services in:

  • Processing of contributions and shares valuation

  • Calculating fees and charges

  • Processing commissions

  • Calculating income tax

  • Maintaining databases on policies and on insured persons and brokers

  • Monitoring fee payments

  • Preparing reports

  • Handling correspondence with insured entities, persons

  • Servicing bank accounts

  • Securing Call Center and data access via Internet platform

  • Maintaining logistics

  • Archiving paper and electronic documents