Purposefully Driven.
Digitally Focused.
Financial Futures For All.
Specialists In Ownership Solutions, Payments And Technology-led Services
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
- Equity Compensation Services
- Corporate Actions
- Initial Public Offering
- ABL & Factoring Technology
Transfer Agent Services
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
Equity Compensation Services
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)
Corporate Actions
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
Initial Public Offering
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.
ABL & Factoring Technology
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.
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
What Makes Us Different
Businesses need to respond to the challenges of an increasingly complex and regulated world. We help to do this by providing specialist solutions, powered by technology we've developed and built.
Our Values
Who we are and what we care about. We are a global company and EQ helps businesses operate more effectively and connect people with their financial ...
Read More
Leadership Team
Meet the leadership team at EQ. Underpinning change and development from within the company.
Read More
Board of Directors
Working to ensure EQ has the governance procedures and processes to meet the needs of clients, employees, shareholders and other stakeholders. ...
Read More