PROFESSIONAL, AFFORDABLE, STREAMLINED

MUST READ: Guide for Selecting a Transfer Agent for Reg A+ Issuers

BENEFITS

  • Electronic/book entry shares or professional stock certificates issued to investors
  • Seasoned investors enjoy greater peace of mind with SEC-registered agent
  • Online account access available both to you and your investors
  • All records maintained in SEC-compliant format, easily retrievable at your request
  • Free, unlimited shareholder lists and reports
  • Dedicated, knowledgeable agent available to help your shareholders, saving you time
  • Easy setup and minimal fees
  • Digital shareholder assistance

GETTING STARTED IS SIMPLE

  1. Complete agreement. (Click to request)
  2. Complete account setup in as little as 48 hours.
  3. Issue shares to your investors.

RESOURCES TO HELP YOU SELECT THE RIGHT TRANSFER AGENT.

Regulation A+ Primer from colleague Kendall Almerico

Regulation A+ Start to Finish with OTC Markets

FinFair 2015 Panel: How to Complete a Reg A+ Offering

FinFair 2015 Panel: New Trends in Liquidity & Clearing

FinFair 2015 Red Carpet: Kara Kennedy Interview