Transfer Agency

This doc set is under construction.

LUSID gives you full oversight of investor activity, enabling you to onboard investors, manage the order lifecycle, control subscription and redemption accounts, calculate and process fees, and provide regulatory reports to stakeholders. Data model.

Providing you have appropriate permissions, you can interact with Transfer Agency using the LUSID web app:

Alternatively, you can interact programmatically:

• Using the API endpoints in the InvestorRecords, InvestmentAccounts and TransferAgency collections.

• Using equivalent methods in the LUSID SDK in various languages.

• If you have a Luminesce license, using a set of providers (coming soon).

Explanation: See the big picture

• Understanding the data model

Tutorials: Get started by doing something tangible

Reference: Understand concepts and implications

How-to guides: Get something done

• How do I create a person entity?

• How do I create a legal entity?

• How do I create an investor record?

• How do I create an investment account?

• How do I create an investment portfolio?