Our new client portal coming soon
A secure platform where you’ll have immediate access to register information - 24 hours a day, 7 days a week. Enabling you to instantly view key information about your shareholders.
It’s secure, intuitive, and easy to navigate, and it’s only the start, we’ll be releasing new features over the next few months and the platform will continue to evolve and grow its functionality. So, keep an eye on the ‘Key Benefits?’ section below, to see what’s coming soon.
Account Enquiry
View key information about your company’s shareholders; such as addresses and address history, dividend election choices, and payment methods. Balances are displayed alongside a history of transactions undertaken by the shareholder.
Account Search
Easy to locate an individual shareholding using a wide range of data points.
Find Information Easily
Based on feedback from our client panel and internal users, the site has been built to be intuitive. Displays are clear and uncluttered so you can easily find what you’re looking for.
Proxy Voting Reporting
At a quick glance, you can see if votes have been received from an individual registered shareholder for your AGM and extraordinary general meetings; both current, historic, and how they have voted. You can drill down further to view more detailed information on how they voted.
Please contact your relationship team if you would like further information about EQ Insight.
