equiniti transfer agent

Easily buy and sell shares, view your balance, reinvest dividends and update your account. Or you may access your account and enroll online at www.shareowneronline.com. Equiniti Limited Aspect House Spencer Road Lancing West Sussex BN99 6DA v32 10/15 Guidance Notes for the completion of a Stock Transfer form by shareholders. Letter of Instruction Shareowner Services PO Box 64874 Saint Paul MN 55164-0874 1. If you don’t hold shares and would like to invest in a company, you can build your portfolio online. 4. You can call Equiniti on 03456 037037 for further details, or to arrange a trade. Read More. Beneficial shareholders own the economic value and benefits of their shares, but these shares aren't registered under the holders' names, but rather a "street name," and held by a middleman, like a broker/dealer. A transfer agent is a financial services company that manages and keeps track of registered shareholders for companies that issue stock. Now that you know what's at stake, you can make an informed decision. They should have a reputation for accuracy and reliability, and have disciplined processes in place that protect your company from risk. To opt-in for investor email alerts, please enter your email address in the field below and select at least one alert option. The transfer agent performs a critical role in making sure the IPO goes smoothly. Equiniti Aspect House Spencer Road Lancing BN99 6DA United Kingdom. Your account number can be found on your quarterly statements that you receive from EQ. Transfer Agent Equiniti Trust Company is the Cincinnati Financial’s registrar, transfer agent and dividend disbursing agent. Toll Free: 888.326.5102 Every interaction is an opportunity to strengthen your relationship with your shareholders. The Stock Transfer form must be completed in … Stock Transfer Agents in Eagan, MN. Transfer Agent Services. transfer . Company name/ issue of stock Download forms and get answers to frequently asked questions for your stock accounts. Registered shareholders are individuals or entities who purchased or were issued stock directly from the company. It is the transfer agent's responsibility to update the record with a new address or new  contact information if a shareholder makes changes. Equiniti also offer telephone and online share dealing at live prices. View your portfolio and investment plans, or buy stocks directly from the company. 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. Book lot is an electronic record of a share or group of shares held on the books of the transfer agent, not otherwise held in a plan. If you have questions concerning your registered Southern Company shareowner account, please contact: Account number or Social Security/Tax ID number 2. 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. EQ offers online access to your stock account at shareowneronline.com. We monitor all state and federal regulatory changes that affect your shareholders, and deliver the necessary filings and reports to keep you in compliance. After the IPO, your transfer agent will be responsible for managing your shareholder base, taking care of the recordkeeping and other critical tasks in this complex regulatory environment. Established in 1929, with offices in New York City and operations in Minnesota, EQ is the most experienced transfer agent in the U.S. If you have questions concerning your registered Southern Company shareowner account, please contact: Most importantly, your transfer agent should respond quickly to your needs and treat your shareholders the way you would treat them if you could. Letter of Instruction Shareowner Services PO Box 64874 Saint Paul MN 55164-0874 1. Within your book lot, each acquisition on a different date or for a different price will be represented with a separate tax lot. Lines are open Monday – Friday, 8:00am to 4:30pm for dealing, and until 6:00pm for enquiries. 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. A brochure on the Plan is available on the Equiniti’s website or by contacting Equiniti directly: Equiniti Shareowner Services. Accordingly, your shareholder records and investment information were automatically transferred to EQ Shareowner Services. After the IPO, their real job starts. Plenty! Box 64874 A brochure on the Plan is available on the Equiniti’s website or by contacting Equiniti directly: Equiniti Shareowner Services. From day one, we service your registered shareholders, acting as the contact point for transactions, communications, online account access and support. Otter Tail Corporation has appointed Equiniti (EQ) Shareowner Services as its Transfer Agent. Welcome to EQ. P.O. They are individually listed by name as "shareholders of record" on the company register, which is managed by the company's transfer agent. In this complex regulatory environment, it's important to choose a transfer agent that can grow with your company and provide expert guidance as you need it. You get expert guidance when you need it and support for every initiative that involves your shareholders. The transfer agent ensures that dividends and distributions get to the right person in the right place. Contact our transfer agent by phone: EQ Shareowner Services Toll-free: 888-883-8903 Outside the US: 651-554-3873 Corporations also use the services of a transfer agent to handle major corporate actions such as mergers, acquisitions and spin-offs, and to act as Inspectors of Election at annual meetings. Contact our transfer agent by phone: EQ Shareowner Services Toll-free: 888-883-8903 Outside the US: 651-554-3873 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. See BBB rating, reviews, complaints, & more. Overnight Mail: Equiniti Trust Company EQ Shareowner Services 1110 Centre Point Curve Mendota Heights, MN 55120 Your dedicated Relationship Management team can help you define your needs and accomplish your objectives in the most efficient manner. One of the core responsibilities of a transfer agent is to maintain and manage records for their clients. More than just your record keeper, we take a collaborative, solutions-focused approach to your business. For address changes, dividend checks, direct deposits of dividends, account consolidations, registration changes, lost stock certificates and general stock holding questions, please contact: Equiniti Trust Company. Shareowner Services (Transfer Agent) Annual Meetings Direct Stock Purchase and Reinvestment Plans To activate your online account, you will need your 10 digit account number and your Authentication ID. This is the official listing of all registered shares and shareholders, and it includes the shareholder's name and contact information, along with records of dividends paid and other important shareholder information. Mail: Equiniti Trust Company Shareowner Services PO Box 64854 St. Paul, MN 55164-0854. Shareowner and employee accounts visit Shareowner Online or call 1-800-401-1957. Transfer Agent: Equiniti Trust Company Phone: 1-800-468-9716 or 1-651-450-4064 Fax: 1-651-450-4033 Website: shareowneronline.com. EQ Shareowner Services. SSL is the leading security protocol for data transfer on the internet. EQ provides creative solutions for shareowner management. After the IPO, your transfer agent will be responsible for managing your shareholder base, taking care of the recordkeeping and other critical tasks in this complex regulatory environment. Such efforts help reduce the incidence of lost shareholders, minimize expenses, improve the effectiveness of your outreach, and help you gain traction on your goals. Here's a look at some of the key differences between plan providers. This technology scrambles your account information as it moves between your PC's browser and Shareowner Services’ computer systems. Mail: Equiniti Trust Company Shareowner Services PO Box 64854 St. Paul, MN 55164-0854. From day one, we service your registered shareholders, acting as the contact point for transactions, communications, online account access and support. TRANSFER AGENT CONTACT INFORMATION EQ (Equiniti Trust Company), formerly known as Wells Fargo Shareowner Services, is Southern Company's transfer agent, dividend-paying agent, investment plan administrator and registrar. All shareholder records are maintained by our transfer agent and registrar, Equiniti Trust Company, 1110 Centre Pointe Curve, Suite 101, Mendota Heights, MN 55120. Check the first box only if you are transferring all shares. Accordingly, your shareholder records and investment information were automatically transferred to EQ Shareowner Services. transfer . P.O. We represent your brand to your shareholders, and we take that responsibility seriously. They are also the administrator of Cincinnati’s … If you have a specific question, EQ Shareowner Services representatives are available weekdays from 7:00 a.m. until 7:00 p.m. (Central time) at (800) 468-9716. Check the first box only if you are transferring all shares. Your account number can be found on your quarterly statements that you receive from EQ. Box 64854. TRANSFER AGENT CONTACT INFORMATION EQ (Equiniti Trust Company), formerly known as Wells Fargo Shareowner Services, is Southern Company's transfer agent, dividend-paying agent, investment plan administrator and registrar. Enter the number of Direct Registration shares being transferred or leave blank. If you don’t hold shares and would like to invest in a company, you can build your portfolio online. If you are not transferring all shares, enter the specific number of shares to transfer from each share type into boxes 5, 6, or 7 as needed: 5. Beneficial shareholders must specifically opt out, becoming an objecting beneficial owner (or OBO) to have their information withheld. 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. Ultimately, your transfer agent becomes the face of your company to your shareholders. Preoccupied with all the other decisions leading up to the IPO, many companies choose a transfer agent hastily, not realizing that this partner will be managing their shareholders for years to come – ideally for the life of their company. Transfer Agent Information. For a deeper look at our asset reunification services and capabilities, visit EQ Unify. For advice on Stamp Duty, that might be required whilst completing your Stock Transfer form, please refer to the HMRC website. We have sold our Shareowner Services business to Equiniti Group plc. Transfer Agent: Equiniti Trust Company Phone: 1-800-468-9716 or 1-651-450-4064 Fax: 1-651-450-4033 Website: shareowneronline.com. EQ Shareowner Services 1110 Centre Point Curve Mendota Heights, MN 55120-4100 1-800-670-4763 1-651-450-4084 To send an e-mail, go to www.shareowneronline.com and click on Contact Shareowner Services. Transfer Agent: Equiniti Trust Company 1110 Centre Pointe Curve, Suite 101 Mendota Heights, MN 55120-4100. We help publicly owned companies maneuver those and stay on top of changes in these regulations, implementing appropriate action on behalf of our clients. Easily buy and sell shares, view your balance, reinvest dividends and update your account. They are also the administrator of Cincinnati’s … CMS Energy appointed Equiniti Trust Company (EQ or EQ Shareowner Services) as its transfer agent, registrar, dividend disbursing agent and administrator of the CMS Energy Stock Purchase Plan. When further engagement is desired, a full suite of proxy solicitation services is available through EQ Proxy. Stock transfer agent and registrar. If checked, leave boxes 5, 6, and 7 blank. For advice on Stamp Duty, that might be required whilst completing your Stock Transfer form, please refer to the HMRC website. As a transfer agent, we’re focused on delivering industry-leading service to corporations and their shareholders. 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). We help businesses navigate the complex world of shareholder services, offering the right mix of expert guidance and powerful tools to manage shareholder records, communicate effectively and efficiently with shareholders, maintain compliance and improve shareholder engagement. Our corporate portal for issuers to view information and perform transactions, Direct stock purchase and reinvestment plans, Direct Stock Purchase and Reinvestment Plans, Receivables Finance Technology And Expertise, Direct Stock Purchase and Reinvestment Plans (DSPP/DRIP), Issuance, transfer & cancellation of shares, Midwest-based call-in Customer Care Center, Direct deposit campaigns – with and without a DSPP, Incentive programs to encourage shareholder behavior, Reduce maintenance fees associated with dormant accounts, Improve shareholder satisfaction and increase engagement. A better understanding of your registered shareholder base leads to more informed strategic decisions and improves annual meeting preparedness. Box 64874 Important Information. From the quick resolution of all calls to our Customer Care Center, to 24/7 account access through Shareowner Online, we aim for complete satisfaction. Our approach is not a one-size-fits-all – it’s a targeted use of the right tactics and tools that … Equiniti also offer telephone and online share dealing at live prices. Our corporate portal for issuers to view information and perform transactions, Direct Stock Purchase and Reinvestment Plans, Receivables Finance Technology And Expertise, Our Proven Conversion Process Gives You a Fresh Start, Client and shareholder satisfaction ratings. Every EQ client, from the largest to the smallest, is assigned a dedicated Relationship Management team. The transfer agent must make every effort to keep this information current. To be read in conjunction with the attached Stock Transfer form. EQ offers online access to your stock account at shareowneronline.com. This is the official listing of all registered shares and shareholders, and it includes the shareholder's name and contact information, along with records of dividends paid and other important shareholder information. 4. Our Customer Care Center is staffed by knowledgeable representatives who earn consistently high marks for outstanding service. The majority of investors are beneficial shareholders. This organization is not BBB accredited. One of the core responsibilities of a transfer agent is to maintain and manage records for their clients. Millions of shareholders who interact with transfer agents regularly don't know who we are or what we do. Wells Fargo Sells its Stock Transfer Business. As a transfer agent, we’re focused on delivering industry-leading service to corporations and their shareholders. Qualities such as responsiveness, reliability and depth of experience prove to be more valuable as your company grows. Equiniti Aspect House Spencer Road Lancing BN99 6DA United Kingdom. Stock Power And Transfer Instructions Letter Of Instruction Sale Request Certificate Deposit IRS W 9 IRS W 8BEN Personal Identification Number (PIN) Broker Authorization Certificate Of Fiduciary Authority POA For Multiple Security Owners Affidavit Of Domicile View your portfolio and investment plans, or buy stocks directly from the company. If you're an indirect shareholder, please contact your broker with questions about your investment. Lost shareholders and dormant accounts create unnecessary expense and risk for your company and your shareholders. In response, EQ Unify, an affiliate of Equiniti, was formed. Transfer Agent Equiniti Trust Company is the Cincinnati Financial’s registrar, transfer agent and dividend disbursing agent. Otter Tail Corporation has appointed Equiniti (EQ) Shareowner Services as its Transfer Agent. To activate your online account, you will need your 10 digit account number and your Authentication ID. 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. Here's a quick look into the world of a transfer agent. 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. To proceed with the transfer, you will need to send the share certificate(s) with the completed Stock Transfer form to the address below. If checked, leave boxes 5, 6, and 7 blank. 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. 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. For full details together with terms and conditions please visit the Equiniti website. 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. Transfer Agent. Account number or Social Security/Tax ID number 2. Saint Paul, MN 55164-0854. P.O. To have your dividend directly deposited, you may request an enrollment card from our transfer agent, EQ Shareowner Services, at 855-598-5485. The transfer agent maintains contact information for these shareholders and handles the purchase or issuance, dividend payments, transfer or sale of their shares. For a deeper look into your shareholder base that includes beneficial shareholders, EQ Proxy can help. Enter the number of Direct Registration shares being transferred or leave blank. 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. Important Information. We make sure we're aligning ourselves with experts in the industry, plan consistently for new regulations and advocate for our clients when the regulations are unclear. They can prepare customized reports on your behalf, or help you set up self-generated reports through our issuer online portal, EQ Insight. EQ Unify created a dedicated team of specialists who work to protect the issuer community and their shareholders from the potential impacts of escheatment, fraud, and costs associated with maintaining dormant accounts. A transfer agent is appointed by a corporation to maintain shareowner records, including, purchases, sales and account balances. For these one-time special events, they can contract with their established transfer agent or hire one that specializes in these events. If you're an indirect shareholder, please contact your broker with questions about your investment. To have your dividend directly deposited, you may request an enrollment card from our transfer agent, EQ Shareowner Services, at 855-598-5485. Equiniti Trust Company Shareowner Services P.O. Our portal to assist shareholders with completing documents for receiving their entitlement proceeds related to a merger or other corporate event. Transfer Agent Information. You may contact our transfer agent, Equiniti Trust Company, to receive this information. The transfer agent must make every effort to keep this information current. The transfer agent ensures that dividends and distributions get to the right person in the right place. It is the transfer … To learn more about the services that Equiniti offers, visit equiniti.com. Wells Fargo no longer offers Shareowner Services. As a transfer agent, EQ handles the recordkeeping, reporting and communications for hundreds of U.S. corporations and their millions of shareholders around the world. 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. When a private company decides to go public, they hire a transfer agent to issue shares during their Initial Public Offering (IPO). A transfer agent is well-versed in the complexities of SEC rulings and state regulations in regards to trading and tracking securities. EQ What to Know Before You Conduct an IPO Monday, December 16, 2019 ... EQ by Equiniti Wednesday, July 18, 2018. For full details together with terms and conditions please visit the Equiniti website. Company name/ issue of stock If you are not transferring all shares, enter the specific number of shares to transfer from each share type into boxes 5, 6, or 7 as needed: 5. Every EQ client, from the largest to the smallest, is assigned a dedicated Relationship Management team. Direct shareholders can contact our transfer agent, EQ Shareowner Services, to have questions answered or to make account updates. Transforming shareowner services. Download forms and get answers to frequently asked questions for your stock accounts. To proceed with the transfer, you will need to send the share certificate(s) with the completed Stock Transfer form to the address below. Box 64854 St. Paul, MN 55164-0854 Phone: 1-800-468-9716 Investor Email Alerts. You can call Equiniti on 03456 037037 for further details, or to arrange a trade. Accordingly, EQ will serve as the transfer agent and registrar for GE Common Stock. Direct shareholders can contact our transfer agent, EQ Shareowner Services, to have questions answered or to make account updates. Or you may access your account and enroll online at www.shareowneronline.com. We are also the experts when it comes to customizing proactive, targeted campaigns to engage your shareholder base. What does a transfer agent have to offer that other equity plan administrators don't? 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. Lines are open Monday – Friday, 8:00am to 4:30pm for dealing, and until 6:00pm for enquiries. Mailing Address: Equiniti Trust Company Overnight Mail: Equiniti Trust Company EQ Shareowner Services 1110 Centre Point Curve Mendota Heights, MN 55120 Our portal to assist shareholders with completing documents for receiving their entitlement proceeds related to a merger or other corporate event. 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