Currently, we have no recommended suppliers, but please feel free to contact the editors if you would like additional background information and a few names to investigate.
Shareholder satisfaction surveys
As we’ve written many times before… Transfer Agents should be conducting them...Issuers should be insisting on them…
And if you are paying a six-digit number for any shareholder service, you should consider commissioning “shareholder satisfaction surveys” yourselves – and maybe “client satisfaction surveys” among your own internal team members too - to be sure you are getting what you pay for.
Another important and often-repeated tip: “Eat your own cooking” from time to time: Log in to the shareholder self-help-site and browse around; Call the toll-free number your T-A has assigned to you: See how long you have to wait – then ask a few questions a confused shareholder is likely to ask…and rate the answers you get.