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Escheatment 101: What Issuers Need To Know

Friday, May 21, 2021

The best way to avoid surprises is to own the process

Lost shareholders. Thousands of reports. Changing legislation. Audits. Why is escheatment so complicated? Is your transfer agent doing everything they can? And whose responsibility is it anyway?

EQ covers everything issuers need to know about escheatment in this in-depth paper:

  1. What is escheatment?
  2. What laws govern escheatment?
  3. How do you determine what's eligible for escheatment?
  4. What happens if you get audited?
  5. What can you do to help shareholders prevent escheatment?
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