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article IPO/SPAC

What to Know Before You IPO

Wednesday, November 24, 2021

Going public is an exciting step for your company, but if you've never been through an initial public offering before (and most people haven't), the process can be daunting. Fortunately, you don't have to go through it alone.

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article Transfer Agent

What Is A Transfer Agent?

Friday, October 8, 2021

Don't know what a transfer agent is? You're not alone. Millions of shareholders who interact with transfer agents regularly don't know who we are or what we do. Here's a quick look into the world of a transfer agent.

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article Asset Recovery

Five Steps to Escheatment

Friday, September 24, 2021

Escheatment is the process of identifying "abandoned propertyā€¯ and, in accordance with state laws, turning any eligible assets over to the state. What's so complicated about that?

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article Transfer Agent

Five Hidden Benefits To EQ's Onboarding Process

Friday, September 24, 2021

Whether outsourcing your shareholder services for the first time or switching to a different transfer agent, here are your need-to-know steps for a smooth transfer.

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whitepaper Corporate Actions

Key Differences Between Corporate Actions

Wednesday, June 16, 2021

There are as many ways to structure a corporate action as there are reasons to embark upon one. Continue reading to find out more about the complex world of corporate actions and how to complete one with the help of a transfer agent.

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whitepaper Asset Recovery

Escheatment 101: What Issuers Need To Know

Friday, May 21, 2021

Lost shareholders. Thousands of reports. Changing legislation. Audits. Why is escheatment so complicated? Is your transfer agent doing everything they can? And whose responsibility is it anyway?

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