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Tip Sheet: Top 5 Operations Best Practices to Look for in a Transfer Agent
Thursday, May 1, 2025A transfer agent’s operations team is an invaluable resource for helping public companies manage recordkeeping, reporting and communication so they’re confident their shareholders’ transactions are handled efficiently and securely.
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Do You Have the Right Transfer Agent?
Thursday, May 1, 2025A transfer agent plays a crucial role in maximizing shareholder value by delivering efficient, effective and seamless shareholder services. In fact, your transfer agent, also known as a stock transfer agent, is the face of your company to your shareholders. The value of selecting the right provider — one that can grow and evolve with your company — cannot be overstated.
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Onboarding Guide: Streamlining Your Onboarding Process
Thursday, April 10, 2025This comprehensive guide provides a step-by-step overview of EQ’s transfer agent transition process, highlighting the roles of our dedicated experts and the key tasks involved, so you can understand and navigate the entire process.
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Five Hidden Benefits To EQ's Onboarding Process
Thursday, April 10, 2025Whether 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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Proxy Insights Podcast Series: Episode #5, How Can Companies Prepare for Their Upcoming Annual Meeting?
Friday, April 4, 2025When preparing for your upcoming annual meeting, it is important to know the key strategies for success. How can you prepare? How do you know you have the right team in place to avoid surprises? Listen to episode five of the D.F. King Proxy Insights Podcast Series!
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Corporate Actions: Key Terms and Concepts
Tuesday, April 1, 2025Most corporate actions are driven by the same desire: improving company performance and increasing shareholder value. However, the details of corporate actions can be challenging to keep straight, even if you are an expert in corporate law or securities. EQ is here to help with this interactive guide.
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