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Peacefulwendy

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Peacefulwendy

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Thursday, 07/09/2015 1:25:56 PM

Thursday, July 09, 2015 1:25:56 PM

Post# of 144814
This provides some info on the roles of intermediaries and transfer agents. In just reading the overview for both, I gained a lot of insight to potential reasons for changing TAs. Certainly, after reading this information, I believe Liquard may have been instrumental in affecting the change.

https://www.ici.org/pdf/ppr_09_nav_relationships.pdf
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