Educational Series for Issuers and Shareholders
ClearTrust is committed to equipping companies and their shareholders with resources to successfully navigate our industry. This series is currently under production. Catch each new release by joining our mailing list.
1. resources for issuers
Video: Lock Up / Leak Out Agreements
ClearTrust offers insight to issuers for leveraging legends to create clarity and help ensure lock up/leak out agreements are enforced.
Video: Issuances
ClearTrust simplifies the stock issuance process with useful tips and information.
Video: Promissory Notes
Understand some common pitfalls of Convertible Promissory Notes and Irrevocable Transfer Agent Instruction Letters.
2. RESOURCES FOR SHAREHOLDERS
Video: Transferring Shares
ClearTrust guides shareholders through the process of transferring shares.
Video: Electronic Transfer to Brokerage Account
Learn how to deposit shares into your brokerage account electronically, using either the DWAC or DRS PROFILE deposit services.
Video: Canceling & Retiring Shares
Learn the difference between retiring shares and returning them to treasury, along with paperwork requirements to accomplish either.
Video: Medallion Guarantee Stamp
Understand the purpose and process of obtaining a Medallion Signature guarantee.