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What to Know Before You IPO
Wednesday, November 24, 2021Going public is an exciting step for your company, but if you've never been through an initial public offering before (and most people haven't), the process can be daunting. Fortunately, you don't have to go through it alone.
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What Is A Transfer Agent?
Friday, October 8, 2021Don'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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Five Steps to Escheatment
Friday, September 24, 2021Escheatment 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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Five Hidden Benefits To EQ's Onboarding Process
Friday, September 24, 2021Whether 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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Key Differences Between Corporate Actions
Wednesday, June 16, 2021There 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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Escheatment 101: What Issuers Need To Know
Friday, May 21, 2021Lost 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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