Securities Services: access the Transfer Agency Enquiry tool in Client View beginning 20 June 2021
Last updated: 31 May 2021
Starting 20 June 2021, the Transfer Agency Enquiry tool will be accessible as part of HSBCnet’s Client View service. The same features and functionalities that currently exist in the Transfer Agency Enquiry tool will be available in Client View.
What’s changing?
From 20 June, the new Transfer Agency tool will be available in Client View for any users that currently have access to the Transfer Agency Enquiry tool.* You can access the new Transfer Agency tool by selecting ‘Client view’ in the Securities services section of the HSBCnet menu.
Client View’s Transfer Agency includes:
- An export function that lets you download values within the Fund, Investor and Transaction tabs in PDF, XLS or CSV format.
- Similar enquiries that are currently available in the Transfer Agency Enquiry tool:
Current Transfer Agency Enquiry features |
Where to find in Client View’s Transfer Agency: |
|---|---|
Fund Details Search |
Funds > Fund details > Details tab |
Fund Price History Search |
Funds > Fund details > Price / value tab |
Holders by Fund Enquiry |
Funds > Related Investor for fund |
Investor Details Enquiry |
Investors > Investors details > Details tab |
Investor Holdings Enquiry |
Investors > Related Holdings for investor |
Fund Deal Enquiry |
Transactions |
Here’s what the new Transfer Agency in Client View will look like:
(select image to enlarge)
Find out more
To learn more about Client View’s Transfer Agency tool, review our user guides available in the Help Centre.
If you have any questions about the changes we’re making to Transfer Agency Enquiry, please contact your local HSBCnet Securities Services Help Desk or send an email to hsbcnet.hss.support@hsbc.com.
* No permission changes will be required for users who already have access to the Transfer Agency Enquiry tool.