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When a company is looking to choose a transfer agent, they should consider several factors. Key among these factors is the provider’s operational expertise, and the collaborative nature of the operations and relationship management teams. Join Margot Jordan, Executive Vice President, Transfer Agency, Matthew Paseka, Head of Relationship Management and Martin Knapp, Senior Vice President, Relationship Management as they discuss how a transfer agent can provide a seamless issuer and shareholder experience.

Does Your Transfer Agent Enhance Issuer and Shareholder Satisfaction?

The EQ Advantage

Choosing a Transfer Agent that is right for your business is a big decision. For more information on how EQ's Transfer Agent expertise supports you through the entire shareholder experience, view our comprehensive Transfer Agent Services presentation.

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Contact us today to see how EQ can support your transfer agent needs.

Business Inquiries Shareholders

TOP TIPS GUIDE

Maximizing Value: Best Practices to Look for in a Transfer Agent

The following tips highlight why it’s important to work with a transfer agent that can help you uncover cost savings while still delivering exceptional shareholder services: 

  • Encourage shareholder adoption of digital tools
  • Reduce dividend mailing costs
  • Reduce regulatory mailings
  • Leverage odd lot programs
  • Determine whether to use stratification or full notice and access vs. traditional mailing 
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Get In Touch

Contact us today to see how EQ can support your transfer agent needs.

Business Inquiries Shareholders
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