Ownership Solutions and Technology Insight On The Blog

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.

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.

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.

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?

Transfer Agent

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.

Transfer Agent

What Is A Transfer Agent?

Friday, October 8, 2021

Don't know what a transfer agent is? You're not alone. Millions of shareholders who interact with transfer agents regularly don't know who we are or what we do. Here's a quick look into the world of a transfer agent.

EQ Views

What to Consider When Choosing a Transfer Agent Services Provider

T+1 Changes Are Coming Soon

Best Practices for Virtual Annual Meetings

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

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

What Is A Transfer Agent?