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
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