TRANSFER AGENT-SHARE & TRANSFER AGENCY SERVICES
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We at KFintech, aim to deliver services & support through years of experience in Transfer Agent-Share and Agency Services.
- 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.
- Distribute tax information to shareholder - Tax forms, including W-9, W-8BEN, 1099- DIV and 1099-B
- Annual meeting services - Proxy.
- Direct stock purchase/dividend reinvestment plan.
- Enchantments and lost shareholder services.
- Corporate actions such as mergers, acquisitions and spin-offs.
- Online account access, employee equity compensation services.
- Bankruptcy and Liquidation – Providing the bankrupt or administrator shareholder details in the event of bankruptcy or liquidation.
- Servicing accounts for Deceased Estates / Guardianship/Power of Attorney.
- 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.