Does your organization have lost or unresponsive shareholders that are at risk of escheatment?
Our Shareholder CleanUp program can help your company assist shareholders in maintaining control of their property, while reducing the corporate expense of annual due diligence searches and mailings, as well as potential escheatment charges.
The program is shareholder-financed and is cost-free to you.
We offer shareholders the close guidance and assistance they need to avoid transfer of their assets to the custody of the state treasuries. We fully disclose the name and value of the asset, along with any fees and the alternative to contact the transfer agent of the issuer.
We assist in procuring the required legal documents, explain what shareholders need to
do, help them resolve problems, and most importantly, motivate them to act.
Our research and outbound communications campaigns to locate and connect with shareholders have a track record of success, bringing a better experience for both the issuer and their shareholders through every step of the program.