Partnering with a transfer agent is an important decision. Finding an agent with the right balance of experience, cost and customer service is often difficult. You should consider how long the agent has been in business, and their experience with the service offerings applicable to your Company. You should also consider what the shareholder experience will be like with the potential agent. When your shareholders call the agent are they getting a callcenter or a direct account representative? Will you or they be charged per phone call? What are the expected response times to inquiries? Often
your transfer agent is your direct contact with your securityholders, and their experience with the transfer agent is critical.