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Do You Have the Right Transfer Agent?
article Transfer Agent

Do You Have the Right Transfer Agent?

Thursday, May 1, 2025

A 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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Five Hidden Benefits To EQ's Onboarding Process
article Transfer Agent

Five Hidden Benefits To EQ's Onboarding Process

Thursday, April 10, 2025

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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What to Consider When Choosing a Transfer Agent Services Provider
article Transfer Agent

What to Consider When Choosing a Transfer Agent Services Provider

Tuesday, July 30, 2024

In this complex regulatory environment, it's important to choose a service provider that can grow with your company and provide expert guidance as you need it. They should have a reputation for accuracy and reliability and have disciplined processes in place that protect your company from risk.

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T+1 Changes Are Coming Soon
article Transfer Agent

T+1 Changes Are Coming Soon

Friday, May 17, 2024

T+1 takes effect on May 28. Learn more about how EQ has prepared for this change.

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Best Practices for Virtual Annual Meetings
article Transfer Agent

Best Practices for Virtual Annual Meetings

Monday, February 12, 2024

After hosting hundreds of virtual annual meetings, we’ve identified what sets companies up for the most success.

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Street Name vs. Registered Holdings – What’s the Difference to You as an Issuer and to Your Shareholders?
article Transfer Agent

Street Name vs. Registered Holdings – What’s the Difference to You as an Issuer and to Your Shareholders?

Tuesday, October 3, 2023

You may have heard people discuss stockholdings and using the terms Street Name and Registered. What does this really mean?

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