Our in-house Transfer Agency platform, developed over more than a decade, has been tailor-made for pension funds. The main platform, Pension Funds Transfer Agency System, operates with supporting interfaces, including a main interface with the Polish Social Security Agency (ZUS). The processes are highly automated — the STP ratio amounts to 99.9 %. In addition, Atlantic operates an OCR system and an optical library.
Because of the flexibility and scalability of our systems, we have successfully conducted several large database migrations and merged databases of several major domestic pension funds.
When you order our custom-made services, Atlantic:
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Maintains registers of fund members
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Cooperates with custodian banks, Social Security Agency (ZUS), Financial Supervision authority (KNF) and CSD (KDPW)
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Processes regular contributions (calculation of fees, transfers and cash payments, calculation of payments and deductions)
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Maintains registers of sales representatives
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Services fund members through different communication channels (e.g., www. IVR and phone)
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Creates reports for Pension Fund Managers (sales reports, database reports) and reports for fund accounting and custodian bank
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Archives paper documents and electrically archives scanned copies
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Corresponds with fund members
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Creates and maintains register of fund members’ complains, interventions and follow-ups
