Do you know what the role of a transfer agent is...?

Question

I know the role too...

my question is: In your experience, which transfer agent has provided the best overall service?

You can answer this question only if you own stock in a publicly traded company.

Answer 1

1. Quality of the top management team; specifically, the background, experience and stability of the team; plus the way they relate, as people, to each other and to the rank and file. If things are in excellent shape here, all else tends to be - and to stay - in proportionately good shape. In our long experience, the opposite is equally true.

2. The kinds of people, systems, procedures and technologies that are employed to provide fast, responsive and "caring" services to shareholders. After all, this is what you’re really paying the agent for.

3. The qualities of the person who will manage the relationship day-today; in particular, (a) how much they know about the business and (b) how much influence they appear to have within their own organization…to work on your company’s behalf…and yours.

4. The kinds of systems, procedures and technologies that are employed to make life easier for clients.

5. Systems, procedures and technologies designed to reduce costs to client companies.