EQ Views
3 Best Practices in Relationship Management
Tuesday, June 19, 2018EQ 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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Corporate Actions And The Role Of a Transfer Agent
Tuesday, May 22, 2018Joe 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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Five Steps To Escheatment
Thursday, May 17, 2018Escheatment 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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GDPR Impact On Shareholder Services
Tuesday, May 1, 2018David 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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Legislative Updates Impacting Spring 2018
Monday, April 2, 2018Illinois 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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