ABOUT INVESTOR SOLUTIONS
We at KFintech, aim to deliver services & support through years of experience in Transfer Agent-Share
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
bankruptcy or liquidation.
Distribute tax information to shareholder – Tax forms, including W-9, W-8BEN, 1099- DIV and
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.
- Strong Process governance and robust training programs, in house certified trainers.
- Proven industry best practices imbibe in our culture.
- Rich expertise, business contextual knowledge in Transfer agency business.
- Y-O-Y Productivity benefits.
- Process Re-engineering, cost benefit to client organization.
- Robust compliance policy, safeguarding customer data, 100% compliant on infosec audits.