Are you new to the industry? Are you experienced but in need of the occasional brush up? Or maybe you just need a quick reference to share with other people in your company when they have questions.
Computershare has created a handy Transfer Agent Overview
that contains a high-level overview of transfer agency, with definitions and descriptions of commonly used terms and processes.
This helpful guide takes you through the entirety of the transfer agency biz, starting at the very beginning by answering the question “what is stock?” and going all the way through escheatment, proxy and annual meetings, corporate actions and regulatory requirements. It’s a must-have for anyone in the industry.