Managing transfer
agent services through shareholder satisfaction research
The cornerstone of our work is satisfaction research. Whether the research
involves transfer agents or shareholders we have developed effective measurement
tools and a highly reliable process to provide you with objective, accurate
information to support your decision-making. Without objective satisfaction
measurements it is difficult, if not impossible, to effectively evaluate and
monitor actual service to your company and its shareholders. We can show you
how your service provider compares to the industry and trends over time. With
this information, you will be immediately equipped to effectively manage this
most vital service.
Group 5 provides the information you
need to manage your service provider by understanding when and
where shareholders are dissatisfied (statistical measurements)
and why. You will have both statistical
and qualitative information on service quality to make informed
decisions. Access to this information allows you to fulfill your
fiduciary responsibility with the highest level of confidence.
We help you do your job better.
Evaluating,
selecting and contracting for transfer agent services
Our research and experience uniquely qualifies us to assist issuers with evaluating,
selecting, and contracting with transfer agents for shareholder 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
- Accommodate your unique requirements
- Conduct due diligence and management to
guarantee maximum support
- Manage – to ensure full compliance
and service delivery
Shareholder Services Satisfaction
Research
Since 1990, Group Five has been conducting an independent survey of corporate
issuer satisfaction with the service they receive from their transfer agent.
The list below contains some of the research we have available. Please contact
us if you are interested in additional information.
2009 US Shareholder
Services Industry Benchmark Summary Report
If you are interested in this report please contact us at info@groupfiveinc.com or
call us at 609.924.4554.
2008
U.S. Shareholder Services Industry Benchmark Study Summary
Report -2008 Summary Report of corporate issuer satisfaction
with transfer agent services
2007
U.S. Shareholder Services Industry Benchmark Study Summary Report
-2007 Summary Report of corporate issuer satisfaction with transfer
agent services
2009 Canada Shareholder
Services Industry Benchmark Summary Report
If you are interested in this report please contact us at info@groupfiveinc.com
or call us at 609.924.4554.
2008
Canada Shareholder Services Industry Benchmark Study Summary Report
-2008 Summary Report of corporate issuer satisfaction with transfer
agent services
Measuring equity
compensation plan satisfaction
The cornerstone of our work is satisfaction research. Whether the research
involves equity plan administrators or plan participants we have developed
effective measurement tools and a highly reliable process to provide you with
objective, accurate information to support your decision-making. Without objective
satisfaction measurements it is difficult, if not impossible, to effectively
evaluate and monitor actual service to your company or its employees. We can
show you how your service provider compares to the industry and trends over
time. With this information, you will be immediately equipped to effectively
manage this most vital service.
Group 5 provides the information you
need to manage your service provider by understanding when and
where plan participants are dissatisfied (statistical measurements)
and why. You will have both statistical
and qualitative information on service quality to make informed
decisions. Access to this information allows you to fulfill your
fiduciary responsibility with the highest level of confidence.
We help you do your job better.
Evaluating, selecting and contracting
for equity compensation plan administration services
Our research and experience uniquely qualifies us to assist issuers with evaluating,
selecting, and contracting for plan administration services with an outsourced
administrator. 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 plan administration 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
- Accommodate your unique requirements
- Conduct due diligence and management to
guarantee maximum support
Equity Compensation
Plan Administration Satisfaction Research
Since 1998, Group Five has been conducting independent research to measure
plan sponsors' satisfaction with the service they receive from the stock plan
administrators. We undertook this effort to focus attention on plan sponsor
and participant services with the ultimate objective of improving service across
the industry. The list below contains some of the research we have available.
Please contact us for additional information.
2009 Equity
Compensation Plan Administration Study - research results
of 2009 benchmark study. For a downloadable copy of this report,
please click here.
2008
Equity Compensation Plan Administration Study - research
results of 2008 benchmark study
2007
Summary Report of Corporate Client Satisfaction with Stock
Option Plan Services - research results of 2007 benchmark
study
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