As your organization grows, it’s important to choose a transfer agent service provider who can help meet your needs and provide expert guidance. 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.
Here are five considerations to help you select the right transfer agent for your business:
- Define operational performance measures
- Look for collaboration and consistent communication between teams
- Improve collaboration with other stakeholders
- Understand how your transfer agent impacts shareholder engagement
- Seek dedicated operational resources