U.S. Bank Global Fund Services
Dylan Curley
Global Head of Business Development
433 Hackensack Avenue
Hackensack NJ 07601
201-708-9750
Year Transfer Agent services began: 1969
At U.S. Bank Global Fund Services, we provide comprehensive services to mutual funds, alternative investment products and exchange-traded funds. With award-winning transfer agent services, we serve as a strong and reliable partner. We are committed to leading the industry by focusing on premier technology and knowledgeable, customer-focused people to offer the broadest range of top-quality services.
Providing a superior experience for our clients’ shareholders is the foundation of our transfer agent model. As one of the largest, full-service transfer agent and the industry’s first ISO 9001:2015 certified transfer agent, we strive to lead the industry with fully-integrated internal processes and tenured staff backed by an innovative technology suite. The result is superior customer and financial intermediary service to all fund structures and investment strategies.
Industry-leading people and technology
The needs of our clients are at the center of every action we take. Our legacy of excellence and experience of our employees helps us create solutions that focus on and anticipate the needs of our clients. Our technology offerings include the world’s leading shareholder record keeping system, TA2000, and its supporting applications to serve the diverse requirements of our client base.
We augment these core offerings with customized solutions for:
• Authorized Participants and broker/dealers to provide internet trading and reporting for ETF products
• Financial intermediaries who require full service and support of daily trading as well as coordination of dealer-driven events.
• Direct shareholder and financial intermediary access to a full array of e-commerce applications for inquiry, transactions, and statements.
Commitment to excellence
To us, success means promoting the growth of our clients, adapting to an evolving market and regulatory environment, and embracing new opportunities while maintaining long-standing relationships in the industry. Since 1969, our transfer agent has embodied these values by providing accurate reporting, uninterrupted service excellence, and a continued commitment to our clients and their shareholders.
For more information about our comprehensive suite of mutual fund, exchange-traded fund and alternative investment product services, visit