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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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EQ’s Transfer Agent Services
Tuesday, April 1, 2025For over 95 years, EQ has been a trusted advisor to companies large and small with our Transfer Agency services. We deliver expert guidance with a collaborative, consultative and high-touch approach that drives your business and our reputation as the #1 transfer agent in client satisfaction.
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Preparing for Your Upcoming Annual Meeting: Key Strategies for Success
Tuesday, March 25, 2025As companies approach their annual meetings, preparation is critical to ensure a smooth process and positive voting outcomes. While there is no one-size-fits-all approach, organizations should consider three common scenarios and tailor their strategies accordingly.
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