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Us vs Them: Why a Transfer Agent Might Be Your Best Choice for Equity Compensation Services

Wednesday, January 29, 2020

What does a transfer agent have to offer that other equity plan administrators don't? Plenty! Here's a look at some of the key differences between plan providers.

We're equity experts

Transfer agents know equities. It's our job to stay on top of the regulations and reporting requirements pertaining to equities for every state and country where you and your employees do business. Brokers often outsource this service, as do companies that self-administer their plans. A transfer agent does it for you, making sure you stay compliant and your shareholders' assets are protected.

Taking care of shareholders is in our DNA

We treat your team like our team.

As a transfer agent, our core competency is servicing shareholders on behalf of our issuer clients. This includes providing dedicated teams to ensure quick support for issuers and a call center staffed with licensed professionals for plan participants. It also means investing in the financial technology to make things easier for everyone.

We're not brokers (and that's a good thing)

Unlike full-service brokerage houses, a transfer agent will never solicit your executives and employees for brokerage or planning services. Our focus is on doing what's best for your company, and that starts with satisfied employees.

Simplifying the complex

Sure, equity plan administration is highly complex, but that's no excuse for taking weeks to pull a report or make a global disbursement. Instead of adding to the complexities, your plan administrator should simplify them.

EQ's multi-lingual, multi-currency software platform improves online experiences for plan participants, streamlines reporting, recordkeeping and global compliance, and gives your finance team instant access to real-time plan data and a Business Intelligence Reporting tool.

While full-service brokerages, discount brokers and self-administration plans may offer some of the same advantages, EQ checks all the right boxes: advanced technology, equity expertise and a passion for keeping shareholders happy.

For more information visit EQ's Equity Compensation Services page or contact a member of our team.