All things ownership

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All things ownership

Your shareholders are our business

Leave the worry that comes with ownership services behind by finding a partner – not a vendor – as dedicated to your goals as you are. With EQ as your dedicated wingman, scalable solutions are just a phone call away.Gain a competitive edge by choosing a partner that gives you a step up. Enough winging it on your own. The right partner makes you look good by eliminating shareholder issues, getting you the strategic insights you need and providing on-time and flawless transaction processing. We help you plan proactively for corporate events, watch the market and monitor trends with your employees and shareholders.

Our equity administrative platforms give you the reporting you need and the insights you want to bring to the CFO, CEO and the board, elevating the strategic value you bring to the company while making your executives happy.

Our relationship managers have an average 12 years’ industry experience. They manage a dedicated team that processes your dividends and handles your purchases and sales; their unique familiarity with your account means they know when something isn’t quite right.

Never fear a ringing phone again. Helping you win is our win. Together, let’s eliminate shareholder issues through our commitment to provide on-time and flawless transaction processing. Many transactions come at life-changing junctures for shareholders; industry-leading service, expertise and sensitivity is in our DNA. Our customer care center is second to none.

We process 20 mn shareholder transactions every year, including 2 mn calls, achieving an average accuracy rate of 99.9 percent.

We’re proud to put our clients first: in 2019 Group 5 reported our overall client satisfaction at 95 percent with an accompanying NPS score of 62.

We’ve consistently been the industry leader in shareholder and customer service including in 2019 when we led the market in shareholder satisfaction at 91 percent.We are as concerned about protecting your reputation as you are. When it comes to managing and servicing shareholders, equity plan administration and on-time payments let us help you stay secure and exceedingly compliant with the ever-changing rules and regulations of being a publicly traded company.

Our leadership team is at the forefront of the industry, leading the waves of change through its active involvement in multiple industry associations.

In 2019 we managed more than $88 bn in corporate action funds, supported 385 issuers and more than 700 depository receipt issuers, and paid out $141 bn in dividend payments while leading the industry in on-time payments to the Depository Trust & Clearing Corporation.

A partner that has it all. You make one call – we make it happen. With one point of contact, we save you time and effort in managing or searching for a new vendor.

Transfer agent services

Maintain and update shareholder records
on a daily basis
Service day-to-day shareholder needs
Issuer services: reserve management,
reporting, IPOs
Annual meeting services
Dividend services
Escheatment and enhanced asset location
services

Escrow services

Broker/dealer or company-initiated
private placements

Equity compensation services

Employee stock purchase plans
Stock options
Performance awards
Restricted shares
Other plans (SAR, SAYE, SIP)

Proxy services

Proxy solicitation
Corporate governance consulting
Market & shareholder intelligence

Corporate action services

IPOs
Exchange agent
Tender agent
Paying agent
Information agent

About EQ

Our people and platforms connect businesses with markets, engage customers with their investments and allow organizations to grow and transform. EQ provides transfer agent, equity compensation, M&A and proxy solicitation services that help companies reduce risk, realize efficiencies and improve shareholder experiences. We’ve been helping the world’s leading brands raise capital, incentivize employees and service shareholders while staying compliant since 1929.

Responsible for nearly 5 mn shareholders in the US and 23 mn globally, we issue more than $320 bn in payments each year across the globe. Our purpose is to care for every customer and simplify each and every transaction, delivering the highest levels of service through an effortless and enjoyable experience.

We are part of Equiniti Group, listed on the London Stock Exchange, delivering payments, administration and technology services to organizations globally.