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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. 

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.  

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

2020 IPO Review

As we look back on market performance in 2020, we found that the pandemic amplified the revival of competition between the east and west, something that had already begun to affect IPO activity in 2019.