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Governance

3 Best Practices in Relationship Management

Tuesday, June 19, 2018

EQ boils down relationship management to three basic ingredients: people, mindset, and processes. Without giving away too many trade secrets, here's the special sauce that EQ's client services teams bring to shareholder services.

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Governance

Escheatment 101

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?

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Governance

Corporate Actions And The Role Of a Transfer Agent

Tuesday, May 22, 2018

Joe Conte, Head of Corporate Actions at EQ, says why it helps to have someone on your team who's been through it

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Governance

Five Steps To Escheatment

Thursday, May 17, 2018

Escheatment is the process of identifying "abandoned property” and, in accordance with state laws, turning any eligible assets over to the state. What's so complicated about that?

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Governance

GDPR Impact On Shareholder Services

Tuesday, May 1, 2018

David Becker, Chief Risk and Compliance Officer for EQ, explains what steps EQ is taking to ensure GDPR compliance for our clients, and what actions issuers may need to take as the May 25th deadline approaches.

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Governance

Legislative Updates Impacting Spring 2018

Monday, April 2, 2018

Illinois and Pennsylvania update their legislation in time for spring filing deadlines. VP of Product Management, Melissa McCarthy provides her perspective on the change in regulation.

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