Ownership Solutions and Technology Insight On The Blog

Transfer Agent

How A Transfer Agent Can Enhance Issuer & Shareholder Satisfaction

Thursday, August 22, 2024

A transfer agent that delivers efficient and seamless shareholder operations support plays a crucial role in the maximization of shareholder value. When relationship management and shareholder services support teams have a high-touch, collaborative approach, this can enhance issuer and shareholder satisfaction.

Corporate Proxy

Seasons of Proxy Solicitation: Proactively manage the outcome of your annual meeting throughout the year

Thursday, August 8, 2024

For public companies, managing and planning an annual meeting is a yearlong pursuit. Starting early and understanding shareholder sentiment are essential to the success of your meeting.

Transfer Agent

Why EQ is the #1 Transfer Agent in Client Satisfaction Infographic

Monday, July 22, 2024

For over 95 years, EQ has been a trusted advisor to companies large and small with our Transfer Agency services. We effectively handle any stock transfer agent service need including complete share registry management, compliance risk reduction, and shareholder engagement throughout the corporate lifecycle, from IPO to established companies.

Equity Plan Solutions

Rule 10b5-1 Amendments: What Executives Need to Know

Monday, July 8, 2024

The SEC introduced amendments to Rule 10b5-1 which are intended to enhance investor protections against insider trading. Included in this infographic is what executives need to know regarding additional requirements such as cooling-off periods, certifications of acting in good faith and restrictions on multiple, overlapping plans.

EQ Views

How A Transfer Agent Can Enhance Issuer & Shareholder Satisfaction

Seasons of Proxy Solicitation: Proactively manage the outcome of your annual meeting throughout the year

Why EQ is the #1 Transfer Agent in Client Satisfaction Infographic

Rule 10b5-1 Amendments: What Executives Need to Know