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Governance

What is a Transfer Agent?

Thursday, August 16, 2018

Don't know what a transfer agent is? You're not alone. Millions of shareholders who interact with transfer agents regularly don't know who we are or what we do. Here's a quick look into the world of a transfer agent.

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Governance

What to Know Before You IPO

Wednesday, August 15, 2018

Going public is an exciting step for your company, but if you've never been through an initial public offering before (and most people haven't), the process can be daunting. Fortunately, you don't have to go through it alone.

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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

Monday, June 11, 2018

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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