EQ Views
Tip Sheet: Top 5 Operations Best Practices to Look for in a Transfer Agent
Tuesday, September 15, 2026A transfer agent’s operations team is an invaluable resource for helping public companies manage recordkeeping, reporting and communication so they’re confident their shareholders’ transactions are handled efficiently and securely.
Read More
Equiniti Strengthens Transatlantic Listing Support With Full DTC Participant Status
Thursday, May 14, 2026Equiniti’s new DTC participant status strengthens its ability to support seamless U.S.–U.K. listings with integrated settlement, register management and shareholder services.
Read More
Maximizing Value: Best Practices to Look for in a Transfer Agent
Monday, May 5, 2025Your transfer agent has an important role to play in helping you control costs while still keeping shareholders informed and engaged.
Read More
Best Laid Plans: A Planning Checklist for Annual Meetings
Friday, May 2, 2025Planning 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.
Read More
Transfer Agent Excellence: Elevating Shareholder Value
Friday, May 2, 2025In today’s competitive investment environment, companies must deliver shareholder communication that is transparent and consistent in order to further build trust and maintain investor confidence. Stakeholders who feel informed and invested in the company’s strategy and performance are more likely to support company proposals in proxy voting, pay, directors and management.
Read More
Tip Sheet: Top 5 Call Center Best Practices to Look for in a Transfer Agent
Friday, May 2, 2025A transfer agent’s call center has a critical role to play in ensuring shareholders get the service and response they need.
Read More