Monday, March 9, 2015

How Continental Stock Transfer & Trust Stacks Up Against its 10 Tips for Choosing a Transfer Agent

Looking for a reputable and trustworthy transfer agent? Continental Stock Transfer & Trust, founded in 1964, offers 10 tips on how to make a wise selection.

1.         Allow enough time to make a wise decision.
2.         Understand Your Needs and choose a responsive agent willing to work hard for you.

Continental provides its clients with 24/7 access to its senior-level experts to provide customized, tailored and responsive business solutions.

3.         Understand Your Shareholders’ Needs and choose an agent that will thoroughly handle shareholder relations accurately and respectively.

Continental’s New York City-based professionals provide prompt responses to phone calls and same-day responses to email inquiries from shareholders. Using the ContinentalLink online, shareholders at any time can update their identifying information; review holdings, payments and dividends; access IRS and other forms and documents; access frequently asked questions; and cast a proxy vote.

4.         Use Referrals Wisely and as a way to begin your selection process.
5.         Check References

Continental has 50 years of experience. The company is the fourth largest agent in the United States, and was named the Transfer Agent Leader Overall North America (TALON) Award the last 4 years of the survey.

6.         Understand Each Agent’s Market Niche
7.         Know the Management
8.         Know the Experience Level of Each Agent’s Staff

Dedicated to companies with 50,000 or fewer shareholders, Continental’s staff of qualified professionals are able to provide personal attention to clients and their shareholders. View the credentials of Continental’s senior management team here: http://www.continentalstock.com/our-experts/.

9.         Understand Terms and Pricing
10.       Remember – it’s Your Relationship and you’ll be working closely with your agent for all your shareholder servicing needs.

For more information on working with Continental, visit www.continentalstock.com



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