Transfer Agent / Registrar
As Transfer Agent/Registrar, Concentra provides complete administration services for your business member while they are raising capital through share offerings.
Designed to help your business member:
Obtain the professional, accurate administrative services of an impartial third party.
Monitor transactions associated with the sale of shares.
Offer shares with confidence; your business member is working with the professional resources needed to administer complex business transactions.
Professional share offering administration services backed by over fifty years experience in meeting the needs of diverse organizations.
Accurate maintenance of the shareholder registry, including redemption services for preferred shares.
Disbursement services for payment and dividend re-investment when dividends are declared.
Distribution of all correspondence, such as mailing the company’s annual report, proxies, etc.
Acceptance of signed proxies and preparation of voting list for shareholders’ meetings.
Accounting and maintenance of records pertaining to number of shares issued and outstanding, including records of issuance, cancellations, conversions, stock splits, redemptions and secondary offerings.
Assurance that the certificates presented for counter-signature represent the aggregate number of shares authorized to be issued in the Board Resolution.
Easy access for your business member’s staff to obtain ongoing support and assistance via phone, fax or email.
Your business member:
Retains Concentra to perform specified administrative transfer agent/registrar duties.
Maintains responsibility for the sale and marketing of the shares and member relationship management.
Confidentiality & Privacy
© 2014 Concentra Financial |