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All the Basics
Shareholder account maintenance for all classes of stock and warrants. Certificate issuance, cancellation, and transfer. Hundreds of free electronic reports available to issuers, and a variety of individual reports available to shareholders.
Online Access: ClearConnect
Issuers and shareholders alike can enjoy online access to their accounts via secure log in. Issuers can download shareholder reports and certificate listings in PDF and Excel formats, submit address changes, review proxy progress, and more. Shareholders can view their holdings, update their contact information, and vote proxies online. Check out our Demo!
Street Name (NOBO) Analysis
Curious about who bought or sold your stock this month? Having a firm grasp on your entire shareholder base enhances your investor relations. We can track and analyze your street name holders from month to month, generating an executive summary of information tailor-made for you.
Digital Records Generation
Every paper that comes across our desk is scanned and archived for future handling. This eliminates the risk of lost documents in our office, and also streamlines future document consolidation so that the information you need is available when you need it.
Custom Reporting and Reconciliation
Although our library of standard reports is quite expansive, we can customize any information you need and get our hands dirty of necessary. This includes auditing our shareholder data against yours, and reconciling differences.
Shareholder Mailing and E-mailing
We can mail materials to your shareholders in house, or help you by generating mailing labels for your use. We can also perform mass e-mail communications to your shareholders, thereby helping you build a bridge between you and your shareholders in a cost-effective and earth-friendly way.
Dividend Payment
Stock or Cash, we can handle it. Book entry shares or wired funds? Not a problem. We can do you one even better by administering a dividend reinvestment plan for your shareholders.
Custom Stock Certificates
Stock Certificates can be standardized or customized to reflect your corporate image. We have artists eager to enhance your image, or we can work with your own.
About to go Public? Need Shareholders?
We can refer you to a licensed financial services institution to discuss building your shareholder base without the expense of a shell merger.
Online Advertisement for Shareholders
Shareholder Relations goes a long way to build and fund your company. Let us increase your exposure to potential shareholders through presence on our website.
Lost Holder Recovery and Escheatment
We track lost shareholders and frequently scrub our database to ensure clean reporting for you. When the time comes, we properly escheat unclaimed securities according to the regulations of the SEC and the individual states.
Tax Reporting and Cost Basis Reporting
We accurately track cost basis as required by the new IRS regulation. We produce the tax documentation necessary for your shareholders, including cost-basis reporting on Form 1099-B and annual shareholder statements.
Local Pickup and Delivery
In the Tampa Bay Area? Let us bring our services to you with our convenient delivery and pickup of stock certificates, transfer and issuance requests, certified shareholder lists, etc. We gladly extend this service to your shareholders as well.
Corporate Actions
Corporate Actions are an everyday occurrence for small to mid-sized issuers, which is why we learned to do them with our eyes closed. Our Corporate Action Guide walks issuers through the process.
Proxy Administration
We can partner with you to design your proxy materials, set up your shareholder meeting, coordinate street name voting, mail materials to holders, administer online voting, and report final results at your meeting. Our level of involvement is up to you. And don't sweat about Notice and Access. We've got you covered.
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