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SIE: Capital Markets & Offerings
SIE practice questionmediumTransfer Agent

Which market participant is responsible for maintaining records of security ownership and issuing and canceling certificates?

  1. ACustodian
  2. BClearing firm
  3. CTransfer agent✓ Correct answer
  4. DPrime broker
Explanation

Why CTransfer agent

A transfer agent maintains records of who owns a company's securities, issues and cancels certificates to reflect ownership changes, and distributes dividends on behalf of the issuer. A custodian holds securities for safekeeping, a clearing firm handles trade settlement, and a prime broker provides services to hedge funds. Transfer agents are registered with the SEC.

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