EQ Views
EQ Insights Podcast Series: Episode #3, Does Your Transfer Agent Enhance Issuer and Shareholder Satisfaction?
Wednesday, September 18, 2024When a company is looking to choose a transfer agent, they should consider several factors. Key among these factors is the provider’s operational expertise, and the collaborative nature of the operations and relationship management teams, to provide a seamless issuer and shareholder experience. Listen to episode three of the EQ Insights Podcast Series!
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Best Laid Plans: A Planning Checklist for Annual Meetings
Friday, September 13, 2024Planning your company’s annual shareholder meeting involves navigating various complexities, from complying with regulatory issues to addressing industry challenges and executing logistics seamlessly. This checklist was created to help you maximize the benefits of your relationship with your transfer agent as you prepare for your annual meeting.
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Choosing a Transfer Agent That Provides Proactive Support
Friday, September 13, 2024Taking a proactive approach to managing your shareholder support services requirements can lead to an enhanced shareholder experience. The right transfer agent can keep you ahead of regulatory expectations and deliver transfer agent services with best practices.
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How A Transfer Agent Can Enhance Issuer & Shareholder Satisfaction
Thursday, August 22, 2024A transfer agent that delivers efficient and seamless shareholder operations support plays a crucial role in the maximization of shareholder value. When relationship management and shareholder services support teams have a high-touch, collaborative approach, this can enhance issuer and shareholder satisfaction.
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How EQ Provided Expertise Beyond Traditional Transfer Agent Services
Friday, August 9, 2024Read about EQ's ability to provide services beyond those of a traditional transfer agent, delivering a flexible equity plan solution that allowed the client to provide a live company stock price for their equity plan participants.
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What to Consider When Choosing a Transfer Agent Services Provider
Tuesday, July 30, 2024In 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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