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The Computershare transfer agent difference

For more than 45 years, Computershare has acted as transfer agent for companies of all sizes, from the most recognized global brands to newly public companies. We enable clients to access capital markets and engage with shareholders, while overseeing governance and regulatory compliance. Our broad range of services include complex corporate actions, end-to-end annual meeting management, unclaimed property consulting, and more.

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The global leader in transfer agent services

2,5002,500+

US TA clients

16.516.5M

shareholder accounts

9797%

TA client satisfaction

5858%

of the S&P 500 trust us as their transfer agent

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Why choose Computershare as your transfer agent?

With transfer agent services as our core focus, our experienced and dedicated relationship management teams collaborate closely with clients to deliver ideas, strategies, and solutions tailored to their needs and preferences – all supported by our ongoing investment in technology and innovation.

Service your way

Working as an extension of your team, we offer deep expertise and tailored, proactive service, enabled by technology and that supports how you work.

Industry leadership and expertise

Our clients benefit from deep market expertise and advocacy; we drive industry change, inform policy, and provide insights into emerging trends.

Transforming client and shareholder experiences

Reimagining client and shareholder experiences that evolve ahead of expectations, informed by insight, shaped by innovation, enabled by modern technology.

Sophisticated risk management

Proprietary technology platforms and processes, guided by holistic risk management, support client requirements. We control critical risk and data security processes, with dedicated in-house expertise.

Comprehensive solutions

We deliver comprehensive transfer agency, investor engagement, and entity solutions – offering a seamless, tailored experience from one partner.

Comprehensive solutions from a single, trusted partner

We support clients and their shareholders across all facets of the transfer agency experience, from ensuring accurate dividend payments, to navigating complex corporate actions, planning and hosting your annual meeting, providing audit and consulting services for unclaimed property, and navigating the changing regulatory and capital markets landscape

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Annual General Meeting services

Our comprehensive annual meeting solution, managed through a single point of contact, provides an integrated approach to meet your objectives including shareholder intelligence, investor engagement strategies, proxy solicitation and reporting, and vote confirmation.

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Corporate actions/M&A

With a full range of corporate actions/M&A services and experience managing every type of corporate event, our team has the expertise to guide you through every stage. Our web portal makes it easier for shareholders to respond to corporate events online, and for clients to track the process.

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IPO and listing services

We prepare firms for the requirements of being a public company, with IPO services and other solutions to support them before, during and after their listing – from lock-up release to dividend payments, annual meetings, and other strategic priorities.

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Unclaimed property and corporate share repurchase services

Our team of specialized professionals can help you navigate the complexities of unclaimed property reporting and consulting services, asset reunification (including Post-Merger CleanUp™, and unclaimed asset programs), oddlot programs, and 10b-18 corporate repurchases (offered through Georgeson Securities Corporation, member of FINRA, SIPC).

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Global capital markets

Our expert team provides guidance and solutions for global capital markets, cross-border transactions, and regulatory updates. We help you navigate complex international securities landscapes, so you can respond quickly to new regulations and market opportunities as they arise.

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Alternative investments

Computershare is a full-service transfer agent for public and private alternative investments, supporting the initial investor subscription phase to disbursement and listing events, and everything in between.

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Capital Solutions Group

Capital Solutions for financial intermediaries combines a white-glove service team with a self-service digital platform to facilitate the execution of time-sensitive, high-profile transactions with ease and precision.

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What it’s like to be a Computershare client

As a Computershare client, you have access to deep, specialized industry expertise informed through our unique vantage point at the intersection of the global capital markets, delivered through your dedicated relationship management team who proactively keeps you updated on the latest industry trends.

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Active in the industry to keep you informed

Computershare’s experts participate in key industry forums and connect clients, regulators, and exchanges across the global capital markets ecosystem. We advocate on behalf of our clients to inform policies, influence industry change and provide insights on emerging trends.

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Connecting the ecosystem

Computershare clients have access to our flagship Computershare Industry Conference, relevant thought leadership, webinars, networking and professional development opportunities.

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Helping clients solve critical challenges

Our experienced teams solve complex challenges for a diverse client base, including digital adoption, shareholder engagement, cost management, proxy advisory, cross-border events, IPOs with restricted stock, unclaimed property issues and much more.

Transforming client and shareholder experiences

Clients

Next generation client portal

Sphere provides powerful capital and shareholder management, with streamlined access to real-time information, customizable features and advanced reporting and analytics.

Intuitive navigation and one-click access to real-time shareholder data and analytics; enhanced search capabilities enable streamlined access to the information you need.

Reimagining shareholder experiences

We deliver high-quality service through shareholders’ channel of choice. Informed by shareholder behavior and insights, our digital experiences provide access to information, online transfers, and high-touch call center services.

Provide shareholders with instant data access, seamless transaction initiation and easy document retrieval – all through an intuitive dashboard and modern user interface.

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Related solutions

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Let’s talk

Contact us to learn more about our comprehensive transfer agent solutions and how we can help meet your specific needs.

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