EQ Views

Maximizing Value: Best Practices to Look for in a Transfer Agent

Your transfer agent has an important role to play in helping you control costs while still keeping shareholders informed and engaged. 

Tip Sheet: Top 5 Call Center Best Practices to Look for in a Transfer Agent

A transfer agent’s call center has a critical role to play in ensuring shareholders get the service and response they need.  

Tip Sheet: Top 5 Operations Best Practices to Look for in a Transfer Agent

A 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. 

Onboarding Guide: Streamlining Your Onboarding Process

This comprehensive guide provides a step-by-step overview of EQ’s transfer agent transition process, highlighting the roles of our dedicated experts and the key tasks involved, so you can understand and navigate the entire process.

Annual Meeting Planning Guide

2021 Annual Meeting Season Forecast

With the impacts of COVID-19 hitting just as the season took off, fraught was the watchword of 2020’s AGMs