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DealMaker Shareholder Services
In these articles, we will help you familiarize yourself with how DealMaker Shareholder Services (Transfer Agent) can assist your company.
DealMaker Transfer Agent FAQ
- What is DealMaker Shareholder Services?
- What are some of the advantages of using DealMaker Shareholder Services?
- How do I start issuing shares to my shareholders?
- How long will it take to issue shares after notifying DealMaker Transfer Agent?
- How can DealMaker Shareholder Services support bonus shares?
- How does DealMaker Shareholder Services use DealMaker Engage?
- What does DealMaker Shareholder Services do with your historical shareholder data?
- What information do I need to provide on my historical shareholder spreadsheet?
- How to navigate when your historical shareholder data is complex
- How do I consolidate my shareholder registers from another transfer agent to DealMaker Shareholder Services?
- Can DealMaker Shareholder Services assist with our corporate action?
- Does DealMaker Shareholder Services provide “cap table management”?
- What is the difference between what DealMaker Shareholder Services does and “cap table management”?
- What’s the process for onboarding with DealMaker Shareholder Services?
- What information can I access through DealMaker Shareholder Services?
- Can I have another transfer agent handle my previous shareholders, but have DealMaker Transfer Agent handle shareholders raised through the DealMaker platform?
- How should I manage K-1 tax forms?
- What should be added in the [State Law Section] and [State Legislation] of the board resolution document in the Onboarding form?
General Transfer Agent FAQ
- What is a transfer agent?
- Why would a private issuer need a transfer agent?
- How does a having a transfer agent benefit investors?
- How do I select the right transfer agent for my company?
- Should I have more than one Transfer Agent?
- What type of stock do transfer agents maintain the records for?
- How are transfer agents regulated?
- Book-Entry vs Ledger System
- What are bonus shares?
- Is a transfer agent a bank?
- What is the Direct Registration System (DRS)?
- What is Restricted Stock?
- Why do transfer agents require complete data sets?
- What is a Certificate of Designation?