Cancellation and Issuance of
Stock Certificates
Most items are received and
processed within 24 hours.
Shareholder Record
Maintenance
Update shareholder addresses,
answer shareholder questions,
and search for lost
shareholders.
Complete Mailing Services
We will help coordinate, print,
and mail shareholder letters,
news releases, and proxies.
Reports
We can provide shareholder
lists, percentage reports, book
entry lists, transfer reports,
control logs, mailing labels,
etc. We can also develop
customized reports to fit your
needs. We can provide most
reports via fax, hardcopy, or
email in Excel, Word, or Acrobat
within minutes of your request.
We have also specially developed
an electronic shareholder
application, which is installed
on the client issuer's
computers, and allows the
company to review its
shareholder information, and
view or print various reports.
Upon written request from the
issuer, current shareholder data
is emailed to the company and
downloaded into the ESA program.
Updated data may be requested at
any time.
Complete Proxy Services and
Annual Meeting Assistance
We will handle the broker
search, printing, mailing, and
proxy tabulations for your
annual or special meetings.
Lost Shareholder Maintenance
We track and search for lost
shareholders as defined in SEC
Rule 17AD-2.
Printing Services
We print stock certificates,
letterhead, business cards,
envelopes, shareholder letters,
proxy reports, etc. at discount
prices.
Legal Services
We have access to several
securities attorneys as well as
other attorneys that can provide
you with an expert opinion or
solution to a problem.
Escrow Services
Whether it's a private
transaction between two
shareholders, or a corporate
activity - such as raising
capital, tender offers, or
odd-lot buybacks - Colonial can
assist you by providing the
security and privacy your
transaction requires.
Edgar Services
Our Edgar filing services guarantee a turnaround time of 8 hours if submitted from 7:00 am- 5:00 pm MST and 15 hours if submitted from 5:00 pm- 9:00 pm MST.
