Escheatment 101

Monday, June 11, 2018

Find out what you need to know

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?

EQ covers everything issuers need to know about escheatment in this in-depth article:

  1. What is escheatment?
  2. What laws govern escheatment?
  3. How do you determine what's eligible for escheatment?
  4. What happens if you get audited?
  5. What can you do to help shareholders prevent escheatment?

The best way to avoid surprises is to own the process.

— Melissa McCarthy, VP Product Management, EQ