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Business Licenses Registered Agent Entity Management Virtual Annual Meetings Corporate M&A Events ESG, Board Diversity and Activist Investors Transfer Agent THE NEXT-GEN TRANSFER AGENT: DO MORE WITH A MULTI-TALENTED ENTERPRISE Your business world continues to evolve in scope and complexity, with good governance taking on even greater strategic importance. With current market pressures, you’re also facing unprecedented risks, being asked to do more with less and find innovative ways to save money. What if you had one service provider who understands your challenges, can offer advice and take tasks off your plate? Who could provide more than transfer agent services, but also the additional capabilities to assist you in managing corporate governance, changes to your corporate structure, entity compliance and more across your organization? At Computershare, our governance and compliance expertise can help your business meet critical regulatory and compliance obligations.

THE NEXT-GEN TRANSFER AGENT: DO MORE WITH A MULTI …

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Page 1: THE NEXT-GEN TRANSFER AGENT: DO MORE WITH A MULTI …

Business Licenses

Registered Agent

Entity Management

Virtual Annual Meetings

Corporate M&A Events

ESG, Board Diversity and Activist Investors

Transfer Agent

THE NEXT-GEN TRANSFER AGENT: DO MORE WITH A MULTI-TALENTED ENTERPRISE

Your business world continues to evolve in scope and complexity, with good governance

taking on even greater strategic importance. With current market pressures, you’re also

facing unprecedented risks, being asked to do more with less and find innovative ways

to save money.

What if you had one service provider who understands your challenges, can offer advice

and take tasks off your plate? Who could provide more than transfer agent services, but

also the additional capabilities to assist you in managing corporate governance, changes

to your corporate structure, entity compliance and more across your organization?

At Computershare, our governance and compliance expertise can help your business

meet critical regulatory and compliance obligations.

Page 2: THE NEXT-GEN TRANSFER AGENT: DO MORE WITH A MULTI …

An independent study rated Computershare the #1 transfer

agent in overall satisfaction for managing shareholder

services for issuers with more than 2,500 shareholders.1

Improve Your Transfer Agent Services

Transfer agent services are the core of our business –

we’ve been the largest global transfer agent for 40+

years, serving more than 6,000 U.S. companies and over

75 million shareholders worldwide. But that’s not all.

To ensure your data is secure, we spend considerable

time, money and energy on maintaining and upgrading

our technologies, and have a solid business continuity

plan. To support companies like yours, we reinvest nearly

12% of our annual revenue into R&D. This investment

enables you to connect with your shareholders in

their preferred format, including text messaging,

and offer voting at annual meetings via text.

You may be surprised that when it comes to helping

your company reduce risk and improve resiliency, not all

transfer agents are equal. A multi-talented service provider

with domain expertise across a broad range of services

can deliver more than just transfer agent offerings.

1 2019 Group Five Shareholder Services Benchmark Study.

Page 3: THE NEXT-GEN TRANSFER AGENT: DO MORE WITH A MULTI …

Prepare for ESG, Board Diversity

and Activist Investors

Working with Computershare, you will have access to

environmental, social and governance (ESG) frameworks,

ratings and organizations to help your company navigate

the issues that will impact your long-term performance

strategy. As more organizations are implementing board

diversity requirements, we can offer guidance to help

you make better decisions in company oversight.

With the activism landscape constantly changing, your company

is more exposed to significant governance and reputational risk.

We can assist you in preparing your executives and board of

directors to address activists and better control your outcomes.

Close Corporate M&A Events

When your company has possible mergers, acquisitions

or other corporate actions on the horizon, you want

an experienced vendor who can simplify and manage

every detail of your transaction, no matter how

complex. Computershare’s broad capabilities include

meeting services and proxy solicitation, escrow,

shareholder communications, unclaimed property

services, escheat compliance and more. Our secure

Corporate Actions Web Portal simplifies the process,

enabling companies to save time, reduce errors and

help shareholders receive their proceeds faster.

Page 4: THE NEXT-GEN TRANSFER AGENT: DO MORE WITH A MULTI …

Conduct Virtual Annual Meetings

This year, annual shareholder meetings had to quickly

pivot from in-person to virtual. At Computershare,

we have vast experience delivering virtual and

hybrid meetings. Our virtual meeting solutions are

secure and user-friendly, offering the interactions

of an in-person meeting, in an online environment.

Streamline Your Entity Management

Computershare’s GEMS Global Entity Management

System™ solution provides a single, online repository for

all your entities across the country and around the globe.

It centralizes the administration of corporate data and

documents to manage your business transactions, meet

filing deadlines and improve reporting. You and your team

can quickly access the critical information you need, and

you can be confident the data is accurate and up to date.

GEMS Global Entity Management System solution is a trademark of Computershare.

Page 5: THE NEXT-GEN TRANSFER AGENT: DO MORE WITH A MULTI …

Integrate Registered Agent Services

If your company is doing business in the U.S., you must

have a registered agent in every state in which you operate

to receive important service of process documents. Your

company may already have a registered agent, but instead

of spending extra time and money managing multiple

vendors, why not choose an experienced registered

agent who also offers a wider range of services?

With Computershare, your registered agent services will

be part of the GEMS™ platform. When you have structural

changes such as adding a new entity, your dedicated account

manager can prepare and file the necessary documents

and will set it up in the GEMS™ solution database.

Filing annual reports can be a time-consuming process and

you want to know it is being done right. Computershare can

take this task off your hands, tracking deadlines, pulling

the required information from your database (no more

spreadsheets!), preparing and filing your annual reports.

Page 6: THE NEXT-GEN TRANSFER AGENT: DO MORE WITH A MULTI …

Obtain Business Licenses

Depending on your business or industry, filing, tracking and

renewing business licenses can be a cumbersome job. The

different regulations across local, state and federal jurisdictions

adds to the complexity. When you expand your business to

offer new services or add an entity, this is even more work for

your already overstretched staff. Choose a partner that can

offer this service as part of their overall solution portfolio.

When you choose Computershare, you will be set for

success — working with a provider who can cut the

confusion, provide clear direction, and has managed

some of the largest M&A events in recent history.

When it comes to selecting a transfer agent, do you

want a provider who only offers this one service or

an enterprise that is multi-talented with experts

specializing in each of the business areas your

company needs and can offer you more?

The choice is clear.

Learn more about Computershare’s wide portfolio

of corporate governance solutions in addition to

transfer agent services, and how we can relieve the

burden on your business.