EQ Views
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.
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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.
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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.
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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.
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EQ Insights Podcast Series: Episode #3, Does Your Transfer Agent Enhance Issuer and Shareholder Satisfaction?
Thursday, May 1, 2025When 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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Choosing a Transfer Agent That Provides Proactive Support
Thursday, May 1, 2025Taking 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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