Auditors, transfer agent, and registrar
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Track-B Phase B (governance): 8 REWRITE, 5 survive as-is -- fix the 'charter reproduced here' claim, remove a named service provider, re-hedge the investor-relations policy
@@ -12,7 +12,7 @@ status: active audience: public bcsc_class: public-disclosure-safe language_protocol: PROSE-TOPIC last_edited: 2026-08-24 last_edited: 2026-09-06 editor: pointsav-engineering paired_with: auditors-transfer-agent-registrar.es.md --- @@ -52,12 +52,16 @@ given unit. A transfer agent is a party — often a trust company or a specialized transfer agency — engaged to process the mechanics of a security transfer: cancelling the transferring holder's position and issuing the new holder's position on the register, in accordance with instructions and supporting documentation. Computershare Inc., based in Calgary, Alberta, serves as transfer agent for the established Canada vehicle. Where a Direct-Hold Solution's securities are and supporting documentation. The firm engaged as transfer agent for a given vehicle in a given reporting period is disclosed in the applicable filing, not here, for the reason set out in [[experts|Experts]]: the engagement can change between periods. Where a Direct-Hold Solution's securities are deposited with a central securities depositary — CDS in Canada, DTC in the United States, Iberclear in Spain, or Indeval in Mexico, as described in [[four-jurisdiction-framework|Four-Jurisdiction Framework]] — settlement and transfer mechanics for depositary-eligible positions are performed in coordination with that depositary's participant network. The vehicle's governing entity does not perform them alone. For positions held and transferred directly on the property ledger rather than through depositary's participant network. The vehicle's governing entity does not perform them alone. For positions held and transferred directly on the property ledger rather than through a depositary, each vehicle's own governing entity — the general partner in Canada and the United States, the Administrator in Spain and Mexico — performs the transfer function directly upon receipt of a completed transfer instruction, as described in [[accredited-investor-eligibility|Accredited Investor Eligibility]].