Services

Transfer Agent

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We build relationships that help us truly understand your business and develop customized stock transfer solutions based on your unique needs. With Forbes International Transfer on your team, you can be confident of streamlined efficiency and steady, forward progress.


TRANSFER AGENCY & REGISTRAR SERVICES

What exactly do you look for in a stock transfer agency? You expect complete, integrated execution of all transfer agent and share registry services, including recordkeeping, dividend disbursement, annual meeting services, and high-touch management of securityholder relationships. You expect high levels of professionalism and customer service.

Relationship managers, a team of top industry talent, are assigned to each company and serve as a single point of contact for all services related to stock transfer, the securityholders, and you, the issuer. Their goal is to alleviate all concerns through seamless execution, leveraging industry best practices in a disciplined manner. From the outset, our relationship managers are engaged, taking the time to learn about your business, understand your objectives and goals, and help build solutions that meet your specific needs. They offer guidance in key areas, including compliance mandates, industry insights, and efficiency improvement.

As your strategic partner, you can have full confidence in Forbes International Transfer’s transfer agency and share registry expertise; we work hard to fulfill your needs, so you can focus on increasing securityholder value and future growth.

Companies rely on Forbes International Transfer as a transfer agency and share registry for a range of services that include the following:
  • Flawless issuer and security holder recordkeeping.
  • Seamless transition to Forbes International Transfer’s recordkeeping system, supporting all aspects of a client’s needs and its historical data.
  • Timely, accurate, and professional customer service supporting all security holder inquiries.
  • Processing of all dividend disbursements.
  • Mailing of interim and annual reports and other security holder materials.
  • Support of all issuer plans such as dividend reinvestment plans, proxy distribution, tabulation, and reporting services.
  • All aspects of regulatory processing, such as tax reporting and abandoned property services.
  • Timely and accurate expert support of all company events, such as IPOs.
  • Execution of corporate actions services and depositary services.

In providing transfer agency services, we act as your partner and work to ensure that every security holder interaction exceeds your standards for professionalism and service. We assume complete management for all your transactional and administrative tasks, which eliminates the need for you to dedicate resources to these functions.

Our customized transfer agent and share registrar services will provide the following:
  • Reduced corporate risk and liability.
  • Secure, stable, and highly scalable infrastructure.
  • Innovative and user-friendly technology system.
  • Sustained focus on your company’s specific needs to help support your company’s forward momentum.

  • COMPLIANCE & REPORTING GUIDANCE

    Forbes International Transfer goes beyond traditional transfer agent services to keep companies informed about changes in regulatory and reporting mandates; we represent your company and its interests to the fullest. We protect the integrity of critical security holder data, provide the industry’s leading management resources, and ensure that the highest quality operational processes yield tangible financial benefits.

    With the stakes so high, Forbes International Transfer maintains a team of relationship managers who offer the expertise needed to help companies understand compliance responsibilities, ensure data integrity, and maximize operational efficiencies.

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