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Street Name vs. Registered Holdings – What’s the Difference to You as an Issuer and to Your Shareholders?

Tuesday, October 3, 2023

You may have heard people discuss stockholdings and using the terms Street Name and Registered. What does this really mean?

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article Transfer Agent

Embracing the Shift to T+1 Settlement: Reducing Risk and Enhancing Efficiency in Financial Markets

Monday, May 15, 2023

Explore the shift to T+1 settlement in financial markets, its impact on reducing counterparty risk, and how to prepare for the transition.

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article Transfer Agent

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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article Transfer Agent

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 Transfer Agent

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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article Transfer Agent

The Case For The Dematerialization Of Physical Securities

Monday, March 22, 2021

EQ's Katie Sevcik, EVP, Chief Operating Officer, responds to a recently published white paper by The Depository Trust & Clearing Corporation (DTCC) that discusses the importance of advancing dematerialization in today's world of technology-driven transactions.

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