Services
Our Services
Comprehensive Transfer Agent Services
Shareholder Registry Management
Streamlined shareholder management with secure access, transaction handling, and custom reporting.
- Maintenance of accurate, up-to-date shareholder records
- Processing of share transfers, splits, and consolidations
- Management of restricted securities and insider holdings
- Customized reporting and analytics
- Secure online portal for shareholder access
Dividend Processing
Efficient dividend calculation, distribution, tax handling, payment options, and reinvestment program management.
- Calculation and distribution of dividends
- Tax withholding management and reporting
- Direct deposit and alternative payment methods
- Unclaimed property services
- Dividend reinvestment program administration
Shareholder Registry Management
End-to-end support for corporate actions including M&A, stock events, proxy voting, and virtual meetings.
- Calculation and distribution of dividends
- Tax withholding management and reporting
- Direct deposit and alternative payment methods
- Unclaimed property services
- Dividend reinvestment program administration
IPO and Capital Markets Support
Comprehensive support for IPOs and capital market entry, from pre-IPO prep to post-listing shareholder management.
- Pre-IPO shareholder management
- ISIN and securities code registration
- New listing support services
- Coordination with exchanges and depositories
- Post-IPO shareholder relations
- Compliance Solutions
Compliance Solutions
Robust compliance services including AML, KYC, regulatory reporting, UBO registration, and GDPR-compliant data handling.
- Anti-money laundering (AML) verification
- Know Your Customer (KYC) procedures
- Regulatory reporting services
- Ultimate beneficial owner (UBO) registration
- GDPR-compliant data management
Technology Platforms
Advanced tech platforms offering secure portals, mobile apps, e-voting, blockchain verification, and API integration.
- Secure online shareholder portals
- Mobile applications for investors
- Electronic voting systems
- Blockchain-based ownership verification
- API integration with client systems