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The Computershare transfer agent difference

For more than 45 years, Computershare has acted as transfer agent for companies of all sizes, from the most recognized global brands to newly public companies. We enable clients to access capital markets and engage with shareholders, while overseeing governance and regulatory compliance. Our broad range of services include complex corporate actions, end-to-end annual meeting management, unclaimed property consulting, and more.

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The global leader in transfer agent services

2,5002,500+

US TA clients

16.516.5M

shareholder accounts

9797%

TA client satisfaction

9999%

controllable retention

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Why choose Computershare as your transfer agent?

With transfer agent services as our core focus, we offer a relationship-based service model. Our experienced and dedicated relationship management teams work collaboratively with clients to bring ideas, strategies and solutions tailored to their needs and preferences, supported by our ongoing investment in technology and innovation.

Service your way

Working as an extension of our clients’ teams, Computershare offers deep expertise and personalized, proactive services, enabled by technology, supporting how you prefer to work.

Industry leadership and expertise

With extensive market experience, our team brings deep expertise to clients. We advocate on their behalf by influencing change and informing policy in key industry forums, offering insights into emerging industry trends.

Transforming client and shareholder experiences

We are reimagining client and shareholder experiences, informed through client insights. We are developing innovative new services and digital transformation to meet and exceed evolving needs and preferences​.

Sophisticated risk management

Our proprietary technology platforms and processes, guided by a holistic risk management framework, support clients’ operational needs. We have ownership over critical risk and data security practices with in-house experts.

Comprehensive solutions

Our robust suite of services delivers comprehensive, transfer agency, investor engagement, entity solutions and more, providing a seamless, tailored experience from a single partner.

Comprehensive solutions from a single, trusted partner

We support clients and their shareholders across all facets of the transfer agency experience, from ensuring accurate dividend payments, to navigating complex corporate actions, planning and hosting your annual meeting, providing audit and consulting services for unclaimed property, and navigating the changing regulatory and capital markets landscape

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Annual General Meeting services

Our comprehensive annual meeting solution, managed through a single point of contact, provides an integrated approach to meet your objectives including shareholder intelligence, investor engagement strategies, proxy solicitation and reporting, and vote confirmation.

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Corporate actions/M&A

With a full range of corporate actions/M&A services and experience managing every type of corporate event, our team has the expertise to guide you through every stage. Our web portal makes it easier for shareholders to respond to corporate events online, and for clients to track the process.

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IPO and listing services

We prepare firms for the requirements of being a public company, with IPO services and other solutions to support them before, during and after their listing – from lock-up release to dividend payments, annual meetings, and other strategic priorities.

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Unclaimed property and corporate share repurchase services

Our team of specialized professionals can help you navigate the complexities of unclaimed property reporting and consulting services, asset reunification (including Post-Merger CleanUp™, and unclaimed asset programs), oddlot programs, and 10b-18 corporate repurchases (offered through Georgeson Securities Corporation, member of FINRA, SIPC).

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Global capital markets

Our expert team provides guidance and solutions for global capital markets, cross-border transactions, and regulatory updates. We help you navigate complex international securities landscapes, so you can respond quickly to new regulations and market opportunities as they arise.

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Alternative investments

Computershare is a full-service transfer agent for public and private alternative investments, supporting the initial investor subscription phase to disbursement and listing events, and everything in between.

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Capital Solutions Group

Capital Solutions for financial intermediaries combines a white-glove service team with a self-service digital platform to facilitate the execution of time-sensitive, high-profile transactions with ease and precision.

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What it’s like to be a Computershare client

As a Computershare client, you have access to deep, specialized industry expertise informed through our unique vantage point at the intersection of the global capital markets, delivered through your dedicated relationship management team who proactively keeps you updated on the latest industry trends.

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Active in the industry to keep you informed

Computershare’s experts participate in key industry forums and connect clients, regulators, and exchanges across the global capital markets ecosystem. We advocate on behalf of our clients to inform policies, influence industry change and provide insights on emerging trends.

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Connecting the ecosystem

Computershare clients have access to our flagship Computershare Industry Conference, relevant thought leadership, webinars, networking and professional development opportunities.

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Helping clients solve critical challenges

Our experienced teams solve complex challenges for a diverse client base, specializing in digital adoption, shareholder engagement, cost management, proxy advisory, cross-border events, IPOs with restricted stock, unclaimed property issues and much more.

Transforming client and shareholder experiences

Reimagined service experiences for clients and their shareholders - informed byinsights, shaped by continuous investment in innovation and enabled bytechnology.

Transforming client and shareholder experiences

Clients

Next generation client portal

Sphere provides powerful capital and shareholder management, with streamlined access to real-time information, customizable features and advanced reporting and analytics.

Intuitive navigation and one-click access to real-time shareholder data and analytics; enhanced search capabilities enable streamlined access to the information you need.

Reimagining shareholder experiences

We deliver high-quality service through shareholders’ channel of choice. Informed by shareholder behavior and insights, our digital experiences provide access to information, online transfers, and high-touch call center services.

Provide shareholders with instant data access, seamless transaction initiation and easy document retrieval – all through an intuitive dashboard and modern user interface.

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“We have been extremely pleased with our Relationship Manager. Her knowledge, experience, and willingness to answer questions and assist with unexpected issues have been instrumental to our success. During our recent acquisition, she went above and beyond – making herself available for calls, guiding us through the process, and ensuring our concerns were heard and addressed, all while managing her responsibilities during the busy annual meeting season. I would highly recommend our Relationship Manager to any company seeking a knowledgeable, dependable, and dedicated partner.”

“Listen to learn. You will have a team that will work hard to understand your company’s ways of working, brand, values and culture. We will listen to understand and align to your personal, departmental, and company-wide objectives, tailoring our partnership based on your company’s communication preferences, whether daily interaction, weekly updates, or monthly/quarterly reporting.”

Mike Lang

EVP, Equity Markets

“I am always impressed with the responsiveness and consistently high-quality services we receive from Computershare. In particular, [Relationship Manager], was an invaluable help this past year in assisting us navigate the various departments needed for the out of the ordinary transaction services we required for our reverse stock split and financing transactions.”

“[Relationship Manager] is the best transfer agent rep I have ever had, and my entire team feels the same. He is knowledgeable, responsive, and just flat out gets things done. Always, always great to work with.”

“Transparency. Honesty is the best policy, so that is what we do. We will keep you informed about service performance and issue resolution – so you always know exactly what is happening from yours and your shareholders’ perspective.”

Peter Duggan

EVP, Equity Markets

Related solutions

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