- Monitor service needs and proactively recommend new services.
- Advise companies of regulatory changes.
- Receive and coordinate requests for corporate actions.
- Assist clients and their attorneys with special "same day" transfers and restricted stock transfers.
- Handle sensitive/high-profile transactions.
- Process stock options.
- Ensure that issued/outstanding stock totals are always in balance.
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- Assist clients in the preparation of special forms and legal documents.
- Serve as a registered stock transfer agent with the SEC/FDIC, providing unique consultative support to our clients and serving their shareholders, thereby allowing our clients to concentrate on what they do best: take care of their clients.
- Ensure that clients always have an experienced, knowledgeable and personable client services/shareholder relations team.
- Provide toll-free access for shareholder inquiries.
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