Every interaction is an opportunity to strengthen your relationship with your shareholders. A transfer agent is appointed by a corporation to maintain shareowner records, including, purchases, sales and account balances. When further engagement is desired, a full suite of proxy solicitation services is available through EQ Proxy. In completion of the sale of Shareowner Services on February 1, 2018, its business and operations, the transfer agent appointment has been transferred to Equiniti Trust Company (EQ). Registered shareholders are individuals or entities who purchased or were issued stock directly from the company. They manage the day-to-day needs of your company and your shareholders, giving you a single point of contact and a high level of responsiveness. We offer a range of transfer agent services that enable our clients to manage share registers, communicate with shareowners and undertake significant corporate actions – simply and effectively. Your dedicated Relationship Management team can help you define your needs and accomplish your objectives in the most efficient manner. Equiniti Aspect House Spencer Road Lancing BN99 6DA United Kingdom. See BBB rating, reviews, complaints, & more. P.O. Shareholders of record and other interested investors can purchase Marsh & McLennan Companies common stock directly through the Company's transfer agent and the Administrator for the Plan, Equiniti. They should have a reputation for accuracy and reliability, and have disciplined processes in place that protect your company from risk. 4. Effective June 28, 2017, EQ Shareowner Services (formerly Wells Fargo Shareowner Services) became BNY Mellon’s Transfer Agent, Registrar, Dividend Disbursing Agent and Administrator of the Dividend Reinvestment Plan. The transfer agent must make every effort to keep this information current. Shareowner and employee accounts visit Shareowner Online or call 1-800-401-1957. Check the first box only if you are transferring all shares. Letter of Instruction Shareowner Services PO Box 64874 Saint Paul MN 55164-0874 1. Transfer Agent: Equiniti Trust Company Phone: 1-800-468-9716 or 1-651-450-4064 Fax: 1-651-450-4033 Website: shareowneronline.com. To have your dividend directly deposited, you may request an enrollment card from our transfer agent, EQ Shareowner Services, at 855-598-5485. Direct shareholders can contact our transfer agent, EQ Shareowner Services, to have questions answered or to make account updates. Transfer agents are also responsible for making dividend payments to registered shareholders, and reporting that income to the IRS in a timely manner every tax season. A reputation for outstanding service and high satisfaction ratings in independent surveys, such as the Group Five annual benchmark survey, should be taken into account. Shareholder Services Agent: A financial institution or similar entity responsible for looking after the needs of the shareholders of publicly-traded corporations or mutual funds. Millions of shareholders who interact with transfer agents regularly don't know who we are or what we do. Here's a quick look into the world of a transfer agent. In an industry that has already experienced many “jolts” in recent years, Wells Fargo Shareowner Services, the only remaining bank-hosted stock transfer agent of consequence in the U.S., announced on July 12, 2017 that it is selling its business to Equiniti Group plc, headquartered in London, for approximately $227 million. In addition to Transfer Agent services, EQ offers: First and foremost, EQ values accuracy and data security when it comes to maintaining your shareholder registry. The majority of investors are beneficial shareholders. By default, they are non-objecting beneficial owners (or NOBO) meaning their name, share position and address are shared with the companies they've invested in. Account number or Social Security/Tax ID number 2. Lost shareholders and dormant accounts create unnecessary expense and risk for your company and your shareholders. Our portal to assist shareholders with completing documents for receiving their entitlement proceeds related to a merger or other corporate event. You can call Equiniti on 03456 037037 for further details, or to arrange a trade. A better understanding of your registered shareholder base leads to more informed strategic decisions and improves annual meeting preparedness. What does a transfer agent have to offer that other equity plan administrators don't? 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