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Your company doesn't go through a merger or spin-off every day. Here is how your transfer agent can help you get the details right for a successful event.
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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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Escheatment is the process of identifying "abandoned property” and, in accordance with state laws, turning any eligible assets over to the state. What's so complicated about that?
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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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There are as many ways to structure a corporate action as there are reasons to embark upon one. Continue reading to find out more about the complex world of corporate actions and how to complete one with the help of a transfer agent.
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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?
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