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Client And Shareholder Service

Friday, December 17, 2021

In this complex regulatory environment, it's important to choose a service provider that can grow with your company and provide expert guidance as you need it. They should have a reputation for accuracy and reliability and have disciplined processes in place that protect your company from risk.

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What to Know Before You IPO

Wednesday, November 24, 2021

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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article Corporate Actions

Corporate Actions And The Role Of A Transfer Agent

Thursday, November 18, 2021

Your company doesn't go through a merger or spin-off every day. Here is how your transfer agent can help you get the details right for a successful event.

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What Is A Transfer Agent?

Friday, October 8, 2021

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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article Escheatment

Five Steps to Escheatment

Friday, September 24, 2021

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

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Five Hidden Benefits To EQ's Onboarding Process

Friday, September 24, 2021

Whether outsourcing your shareholder services for the first time or switching to a different transfer agent, here are your need-to-know steps for a smooth transfer.

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