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ABOUT INVESTOR SOLUTIONS

We at KFintech, aim to deliver services & support through years of experience in Transfer Agent-Share and Agency Services.

SOLUTIONS

Transfer & Maintenance

  • Registration
  • Change in Ownership
  • Audits & Due Diligence
  • Account Updating
  • Drip Enrolment
  • Certificate Replacement
  • Corporate Actions

  • M & A
  • Reorganization
  • Stock Transfers
  • Sale
  • Reissue Services
  • Employee Stock Purchase Plan

  • Share Transfers
  • Share Buying/Selling
  • Account Management
  • OFFERINGS

    Register, maintain and manage records of shareholder’s for the client.
    Providing distributions or dividends, including automatic share investments by enrolling.
    Respond and manage shareholder inquiries and correspondence including sending: Proxy materials > Statements with details of holdings/transactions.
    Bankruptcy and Liquidation – Providing the bankrupt or administrator shareholder details in the event of bankruptcy or liquidation.
    Distribute tax information to shareholder – Tax forms, including W-9, W-8BEN, 1099- DIV and 1099-B
    Servicing accounts for Deceased Estates, Guardianship and Power of Attorney.
    Corporate actions such as mergers, acquisitions and spin-offs.
    Online account access, employee equity compensation services.
    Annual meeting services – Proxy.
    Enchantments and lost shareholder services.
    Direct stock purchase/dividend reinvestment plan.

    DIFFERENTIATORS