An initial public offering, is tough enough, don’t make it harder by choosing an IPO transfer agent that is not prepared. One of the most vital ingredients to a successful IPO is having a trusted transfer agent. There are a lot of things that you need to worry about when it comes to your business, your transfer agent should not be one of them.
A Trusted Source
Choosing the trusted source as your IPO agent will ensure that documents are always in compliance. Recognizing a trusted source is easy when you know what to look for:
- Experience
- Highly respected in the industry
- Strong commitment to support
- Easy communication
- Proper tools
Experience is critical when it comes to choosing the right agent. An experienced, established firm, understands the critical role that they play in managing stock. They take their role seriously, keep their eye on regulation requirements and understand how to manage your document obligations.
The Respect
Reputation is crucial when it comes to choosing a transfer agent. The right firm will be highly respected in the industry and have a reputation for getting the job done. You will not hear negative comments and their record of performance will be in good standing.
Communication is Vital
Communication should be easy for issuers and stock holders. The right firm understands that keeping the communication channels open is very important. They will make it easy to get updates. It is a confidence builder when you have easy access to information.
The Tools
The right firm will have the right tools on board to ensure that documents are handled correctly. The right firm is Colonial Stock Transfers. You get the whole package and an agent that cares! Take the worry out of stock transfer with Colonial Stock Transfers!
