Shareholder Service Solutions, Inc.
Simply put, Andy Wilcox’s services made me look and sound like I was an expert in transfer agent contracts, pricing and policies, when clearly I am not. His customer service was excellent and was all encompassing as it pertains to the services and advice he provided. He saved me the countless hours it would have taken to become appropriately educated on transfer agents and their contracts in addition to helping deliver a refreshed contract and pricing structure with my existing vendor that is better than I ever would have been able to do on my own. ~ Steve Willoughby, Vice President Investor Relations, PerkinElmer, Inc.
Protect your shareholders’ stock and cash from escheatment, enhancing your investor relations
States in the U.S. have become increasingly greedy. They hire “contingent fee auditors” to sniff out stock and cash on transfer agents’ books which they CLAIM are property “abandoned” by shareholders –...
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Shadow Trading
Trading in another company's stock based on how you think or know your company's current non-public information or activities will subsequently affect that company's stock price. The SEC seems to equate this with insider trading.
“Why have stock transfer agent (TA) sales efforts dwindled in recent years? First, because TAs have not been having much success getting issuers to switch to them. Last year had, by far, the lowest number of TA searches – and actual moves – we have seen in our 50+ years as TA watchers. And why is that? In part, it is because most TAs do not have a ‘better mousetrap’ to induce new clients to switch. But in larger part, it is because TAs do not want to trigger a fee war – especially when they can cut sales and marketing expense while quietly milking their existing customers for the ‘high 20th century fees’ they’re collecting for ‘low touch, low tech and low volume’ 21st century services.” ~ Carl Hagberg, Editor, The Shareholder Service Optimizer.