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Our people and platforms engage customers with investments, connect businesses with markets and enable organizations to grow.

Caring for every customer, we're here to simplify each and every transaction. Our vision is to help businesses and individuals succeed, creating positive experiences for the millions of people who rely on us for a sustainable future.

Transfer Agent Services

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Trust In Us

Rest assured: You are in safe hands with EQ. We want you to thrive. We work with you on pricing, we extend your own team and we support shareholders with their financial futures.

  • Transfer Agent Services
  • Annual Meetings
  • Direct Stock Purchase and Reinvestment Plans (DSPP/DRIP)
  • Proxy Solicitation
  • Asset Reunification

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Equity Compensation Services

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Our superior technology, global capabilities and shareholders-first approach simplifies the complexities and improves experiences for participants and administrators alike.

Our services include:

  • Employee Stock Purchase Plans
  • Stock Options
  • Performance Awards
  • Restricted Shares
  • Other plans (SAR, SAYE, SIP)

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Corporate Actions

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Our deep knowledge and extensive experience are valuable assets – before, during and after your transaction. During your high-profile event, choosing the right team for your corporate action is critical to ensure your transaction goes smoothly and shareowner relations remain strong.

Tailored to your specific corporate action

  • Exchange agent
  • Information agent
  • Paying agent
  • Tender agent

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Initial Public Offering

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The transfer agent you choose is an important partner for your organization as a public company

Becoming a public company is one of the most important endeavors you’ll undertake in the corporate life of your business, and there are a lot of questions to answer and decisions to make. Choosing a transfer agent is one of them.

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ABL & Factoring Technology

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EQ Riskfactor - The experts in receivables finance risk

We work with our receivables finance clients to deliver risk management expertise and fraud prevention technology which reduces your risk, improves your operational efficiency and helps you to grow your portfolio. Our unique risk metrics help protect your business against fraud.​​

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Established 1929

You may be new to EQ, but we've been around in one shape or form since 1929. Working internationally today, our people and platforms connect businesses with markets, engage customers with their investments and allow organizations to grow and transform.

Key Stats

95 %

client satisfaction rating

20 m

U.S. shareholder transactions annually

100 %

processing accuracy in the U.S.

93 %

shareholder satisfaction

How Can We Help?

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