Evaluating, selecting and contracting for transfer agent services
Our research and experience uniquely qualifies us to assist issuers with evaluating, selecting and contracting for transfer agent services. As the acknowledged experts in the industry we assist our clients in fulfilling their fiduciary responsibilities by selecting and contracting with the most effective and efficient vendors for transfer agent services and other corporate services. We are committed to providing high-quality personalized service with integrity, reliability and results.
Our consulting services will assist you to:
- Develop – a customized RFP to accurately represent your needs
- Evaluate – vendors who are right for your company
- Present – evaluation analysis and selection rationale for delivery to your management team
- Negotiate – on your behalf with honesty and purpose
- Secure – a fair and balanced contract
- Manage – to ensure full compliance and service delivery
We will guide you through the vendor evaluation, selection, contracting and management processes. On your behalf we will:
- Apply our 16 years of national and international experience
- Interface with clients and service providers at all levels – fostering partnerships
- Identify specific results to be achieved