Who is wells fargo transfer agent

The result of these various countervailing forces is most Wells Fargo clients are taking a wait-and-see attitude with respect to the deal. Some are using this deal as justification for a Request for Proposal exercise, or at least taking a closer look at their Wells Fargo contract before it becomes assigned to Equiniti.

Of special importance…. The U. The ultimate webinar series for corporate secretaries and IROs. Delivered by industry experts, these webinars help you connect with your shareholders like never before. Live and on-demand. Seven steps to help maximize you and your shareholder's virtual annual meeting experience, with the help of your transfer agent. People, mindset and processes. Here is the winning combination that our teams bring as your transfer agent.

Your company doesn't go through a merger or spin-off every day. Here is how your transfer agent can help you get the details right for a successful event.

Millions of shareholders who interact with transfer agents regularly don't know who we are or what we do. Here's a quick look into the world of a transfer agent. What does a transfer agent have to offer that other equity plan administrators don't?

Here's a look at some of the key differences between plan providers. There is no such thing as a routine corporate action. Whether you are embarking on a merger, acquisition, spin-off, bankruptcy emergence or other Our proactive approach means there are no surprises, and you stay informed of federal regulations, shareholder activism and corporate governance Our superior technology, global capabilities and shareholders-first approach simplifies the complexities and improves experiences for participants Skip to Main Content.

United States. They implement changes tailored to meet the needs of our shareholders and strive to make these changes as transparent and painless as they can. Our relationship manager is an excellent resource for us and keeps us informed on any changes that Wells Fargo is planning in this area. Having access to senior management and Todd May, the head of the stock transfer area, is a plus. Wells Fargo is definitely service oriented, as evidenced by annual meetings with our relationship manager.

Wells Fargo provides us with a high level of service and a valued platform for our shareholders. Our dedicated relationship manager ensures this is happening.

As a result the company devotes significant time and resources to maintain excellent shareholder relationships, whether on an internal basis or through a third party provider, such as Wells Fargo Shareowner Services.

To continue to provide our shareholders with quality and timely service, we need to have frequent dialogue with the relationship manager, make certain that the transfer agent maintains accurate records, understands our expectations, and provides timely assistance to our shareholders. Our company tends to have an older population of shareholders, who require more personal attention.

We are happy with the level of service provided to our long-term shareholders by Wells Fargo. We maintain a three share class structure - shares which are both public and non-public, locked up and available, in which we have a large number of international holders. And, most importantly, we have constant, active dialogue. They understand our company and are extremely helpful in meeting the needs of Visa and our shareholders.

How has Wells Fargo worked with you through cost basis or other regulatory impacts? Many of these shareholders have not kept or maintained adequate records with regard to their holdings over the years.