Things you should know about Transfer Agent Services

by | Jun 23, 2021 | Financial Services

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Security issuers look to a leader when they need transfer agents and issuer compliance services that are full-service and cost-effective. Discover more about the services offered, and so you can stay on top of regulatory changes and take appropriate action for your clients.

Transfer Agent Services

Confidence is a crucial concept in financial matters and a cherished feeling among shareholders who depend on services, such as:

  • Corporate actions including merger and acquisitions, stock splits, name changes, spin-offs and divestitures, and more
  • Dividend-paying agent to help you with cash and stock distributions
  • Escrow services for private transactions or corporate activity
  • Proxy meetings management from start to finish
  • Online and custom reporting of all required communications
  • Stock transfers, issuances, restrict removals
  • And more

Click the link below to review the complete services offered.

Meeting Your Compliance Needs

Transfer services are the tip of the iceberg when it comes to providing the right mix of solutions for your public or privately-held company. Finding that good fit is required for long-term confidence. You want someone who will stay with your business and provides services that include:

  • SEC Filing Services
  • Employee Plan Services
  • Blue Sky Compliance Services
  • Proxy & Annual Meeting Services
  • Press Release Services
  • And more

Empowering shareholders with the tools they need to view account holdings, employee plans, and more online is expected, not a perk.

Call Today

For more information about transfer agent services and the many other resources available through Colonial Stock Transfer Company, Inc., visit online at https://www.colonialstock.com/ or call toll-free (877) 285-8605 to request a quote.

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