Investment Administration:

The Syndication Tracking and Reporting (STAR) system was specifically developed by us according to user specifications and our own industry experience for direct participation investment programs (i.e. REITS, Limited Partnerships, LLCs, and similar securities). We comply with all FASB and GAAP standards and fulfill the requirements of the IRS, SEC and NASD.

STAR integrates all important daily investment administration functions into one easy-to-use system. It includes the following capabilities:

• Complete transfer agent, proxy and exchange processing
• Federal and state tax reporting

• K-1 and 1099 generation
• Electronic filing of tax information
• Cash distribution processing
• Bank reconciliation
• Investor shareholder tracking and reporting
• Broker/office/salesman tracking and reporting
• Marketing and other management reporting
• Commission calculations
• New Business processing
• Blue Sky tracking

PAFS offers two options for your service needs:

• Investor Services – a full-service solution enabling you to outsource some or all of your investor administration to PAFS via our STAR system.

• STAR Application-Only Services – under this solution PAFS provides your company the benefit of utilizing our software and IT support hosted at our site. You have complete access to, and control of, your data via a Secure Virtual Private Network (VPN). Online access is provided directly to your location – 24 / 7.

With either option, you will gain comfort from comprehensive database backups, state-of-the-art security protection, hardware and software maintenance, system monitoring, and disaster recovery. Click here for technical information.

STAR - Tailored for Efficiency and Convenience Translating to Bottom-Line Results

In today’s environment, companies require a solution that delivers better value. STAR enables new and existing direct investment programs to streamline tasks and reduce expenses in nearly every aspect of investment administration. Some of the values that STAR can offer are:

• Stay informed with online scripting and tracking of calls, questions and requests.
• Easily access history, K-1’s, distributions and confirmations.
• Focus on your core business with automated compliance and Blue Sky tracking.
• Eliminate worries. Phoenix Transfer, Inc. is an SEC registered Transfer Agent and our transfer agent and registrar activities are reviewed annually by an independent accounting firm in compliance with SEC rules.
• Communicate promptly with online access to pending transfers
• Process accurately and efficiently with full-featured commissions and distributions, bank account reconciliations, proxy voting and more.

Outsourcing with PAFS can save you time, refocus resources, simplify and improve your operations, and reduce costs. Talk to PAFS representative today to learn more about our outsourcing solutions and how they will enhance your business.

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