CONNECT WITH US Account Management Proprietary Technology Industry Connectivity Cash Management Compliance Services Forms Processing Learn why industry leaders trust us for their transfer agent needs Let’s discuss how Phoenix American can elevate your investor experience CONNECT WITH US Frequently Asked Questions What are the advantages of using a third party transfer agent for investor services? How can Phoenix American be more cost effective? How much do Phoenix American transfer agent services cost? How will I access my investor services information? How is my account handled by Phoenix American? Won't our investors or shareholders become concerned if a new service provider is appointed? How can Phoenix American transfer agent services save me money? We are a general solicitation fund. Can you provide investor accreditation services? We are a Reg D fund. Can you perform ongoing re-accreditation of our investors? We are a crowdfunding platform. Do you provide transfer agent and investor services for special purpose vehicles (SPVs)? Can Phoenix American process capital calls and proxies? Administration, accounting, and complete outsourced back-office services enabling fund managers to concentrate on investments and sales. EXPLORE MORE Home Leadership About Us Resources Contact Careers US OFFICES Headquarters 2401 Kerner Blvd San Rafael, CA 94901 Arizona 2550 W. Union Hills Drive Suite 350 Phoenix, AZ 85027 New Hampshire Pine Tree Place 360 Route 101, Suite 1501 Bedford, NH 03110 GLOBAL OFFICES Ireland Unit J Block 1 Shannon Business Park Shannon, Co. Clare India Office No. 2, Level 8, SLN Terminus Gachibowli, Hyderabad Telangana – 500032 Cuba PSC 1005, Box 285 FPO AE 09593 © 2021 Phoenix American Financial Services, Inc. Privacy Policy | Terms of Use. Designed by SFWP We use cookies to personalize content and to provide you with an improved user experience. By continuing to browse this site you consent to the use of cookies. Please visit our cookie policy for further details. Cookie settingsI Understand