As experts in equity, transfer agents are oftentimes considered gatekeepers to the public market.
Understanding the work of a transfer agent isn't always cut and dried, especially when the future of your business and its shareholders are involved. According to the Securities Transfer Association, "Over 130 transfer agents in the U.S. and Canada keep records for more than 15,000 issuers of securities, representing the investments of over 100 million registered shareholders."
In this informative white paper, you'll learn:
The role of a transfer agent
The difference between registered vs. beneficial shareholders
Critical tasks that transfer agents manage
Other services that transfer agents offer
Why transfer agents are considered trusted advisors
To download the white paper, complete the following form:
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