The Colonial Advantage
As you know, a good transfer agent is invaluable in creating and maintaining a positive relationship with your shareholders. With the ever-increasing burdens upon corporate executives to adhere to tightening regulations it is also imperative that your transfer agent is knowledgeable and capable of helping ease those burdens.
Colonial Stock Transfer has been a reliable and successful transfer agency and registrar, registered with the Securities and Exchange Commission in good standing since its opening in 1987. In this difficult economy, Colonial can save you and your shareholders money while providing superior service, expertise and technology.
Here are some reasons that you should consider using Colonial for your transfer agent services:
We have been in business for 25 years as an independently owned transfer agent, and are committed to providing the best knowledge and value to you and your shareholder. As we celebrate our 25th Anniversary, we are grateful to our customers who have helped us reach this milestone.
We are offering promotional pricing for those who engage Colonial as their transfer agent in 2012.
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We maintain a secure proprietary
database with network and firewall encryption that generates electronic, statistical reports of all kinds to help you manage your stock. Because our stock program is proprietary, we have the ability to customize and quickly enhance features for your use. To complement our stock program we offer a compliant, in-house Notice and Access and online proxy voting feature for annual shareholder meetings.
Colonial maintains a financial institution blanket bond and has been registered with the SEC since 1987. We are audited by the SEC annually to maintain compliance and are active members of the STA and SSA. Also, we are now regulated by the IRS for cost basis maintenance, in which we maintain full compliance.
At Colonial, we offer both "a la carte" and monthly pricing options. The "a la carte" option has been cost-effective for smaller issuers that don't have much activity, whereas the monthly option has also been cost-effective for medium and large issuers that require routine or frequent issuances, DWACs, reports and/or audit confirmations.
We help clients and shareholders on an individual basis by giving quick, accurate responses through live representatives via phone and email. We administer yearly feedback surveys to ensure that your are satisfied with our quality of service and professionalism.
Whether its an after hours RUSH stock issuance or mailing, our professionals ensure reliable, quality-driven service.
Our new client team will guide you through the initial setup and conversion process. We ensure that setup will not affect your shareholder base nor disrupt the transfer or trading of your stock. We are able to complete the initial conversion within 1 business day in most cases.
In addition to stock transfer services, we provide Edgar & XBRL Filing, Financial Printing, Stock Option Tracking, Notice and Access, Annual Meeting & Proxy, and Escrow & Dividend paying services. Learn more
Find Out More
For more information detailing Colonial Stock Transfer's services and fees please contact us below:
New Client Department
By Phone: (877) 285-8605
By Email: newclient@colonialstock.com
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