Orphan accounts arise when the account holder has not aligned their position with a broker. EQ places these accounts into ETFs until the individual chooses to liquidate while also recording the position until the broker is identified to hold ETFs as directed by an investor.
We ensure the secure holding, accurate recordkeeping, and full transparency for both the fund and the sponsor throughout the process.
The services EQ provides are:
Our comprehensive suite of services supports your mutual fund through all stages of the shareholder meeting process, from pre-record date pl...
Drive a favorable outcome with EQ as your trusted advisor. Our team is dedicated to flawlessly executing the best plan for your situation to...
Trust our expert team for strategic shareholder communications and seamless transactions to ensure the success of your rights offering.
Connect with our team to learn about EQ’s mutual fund proxy offering and full range of services.
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