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Transfer Agent

Why EQ is the #1 Transfer Agent in Client Satisfaction Infographic

Monday, July 22, 2024

For over 95 years, EQ has been a trusted advisor to companies large and small with our Transfer Agency services.  We effectively handle any stock transfer agent service need including complete share registry management, compliance risk reduction, and shareholder engagement throughout the corporate lifecycle, from IPO to established companies.

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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

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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Transfer Agent

T+1: Everything you need to know to manage the 2024 change

Tuesday, November 14, 2023

The upcoming shift in market settlements from T+2 to T+1 continues to be a priority for everyone in the industry, due to take effect in May 2024.

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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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Embracing the Shift to T+1 Settlement: Reducing Risk and Enhancing Efficiency in Financial Markets

Monday, May 15, 2023

Explore the shift to T+1 settlement in financial markets, its impact on reducing counterparty risk, and how to prepare for the transition.

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