Comprehensive Transfer Agency Services
Shareholder Record Management
Maintain accurate and up-to-date shareholder records with our meticulous registry management services.
Dividend & Interest Disbursement
Ensure timely and accurate distribution of dividends and interest to your shareholders.
Electronic Settlement Solutions
Facilitate seamless electronic transfers with our FAST/DWAC/DRS services, enhancing efficiency and security.
Proxy Administration & Meeting
Full-service coordination for annual and special meetings, including proxy distribution, vote tabulation, inspector certification, and compliance with SEC and exchange requirements.
DTC eligibility assistance
Support and guidance in preparing documentation and facilitating eligibility applications for DTC and DWAC/DRS participation to enable efficient electronic trading and settlement.
Cross-border coordination with Canadian team
Collaborative processes between Heritage U.S. Transfer Corp. and Heritage Transfer Agency Inc. to ensure consistent data alignment, shareholder record integrity, and synchronized corporate actions for dual-listed or cross-border issuers.