EQ Views

What to Consider When Choosing a Transfer Agent Services Provider
Tuesday, July 30, 2024In 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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T+1 Changes Are Coming Soon
Friday, May 17, 2024T+1 takes effect on May 28. Learn more about how EQ has prepared for this change.
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Best Practices for Virtual Annual Meetings
Monday, February 12, 2024After hosting hundreds of virtual annual meetings, we’ve identified what sets companies up for the most success.
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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, 2023You may have heard people discuss stockholdings and using the terms Street Name and Registered. What does this really mean?
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Embracing the Shift to T+1 Settlement: Reducing Risk and Enhancing Efficiency in Financial Markets
Monday, May 15, 2023Explore 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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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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