Shareholder Services Agent
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Definition of 'Shareholder Services Agent'
A financial institution or similar entity responsible for looking after the needs of the shareholders of publicly-traded corporations or mutual funds. Shareholder services agents typically look after investor record-keeping and communication and other administrative responsibilities, and they attend to shareholders' problems or concerns.
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Investopedia explains 'Shareholder Services Agent'
Once a private company grows to a sufficient size and decides to go public, it must adhere to government regulations regarding information disclosure and shareholder rights. Many public companies and mutual funds seek the expertise of a shareholder services agent to ensure their shareholders' needs are looked after efficiently. Even if shareholder services are conducted in-house via an agent, they represent one of the extra costs associated with a publicly-traded company as opposed to a private one.
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Search results for 'Shareholder Services Agent'
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http://www.investopedia.com/ask/answers/06/canadiandirectpurchaseplan.asp
... purchase program or a DRIP that allows foreign participation, check with the company's
investor relations department, shareholder services agent or transfer ...
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http://www.investopedia.com/university/quality-mutual-fund/chp1-Introduction/mf-structure.asp
... Underwriter, Administrator, Transfer Agent, Custodian, Independent ... companies that
provide services to the ... Executes shareholder transactions, maintains records of ...
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http://www.investopedia.com/articles/financialcareers/08/management-consulting.asp
... for new ways to unlock shareholder value, use ... the offerings of a professional services
firm. ... methodologies, analytical techniques, change agent values, and ...
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http://www.investopedia.com/articles/stocks/07/mergers.asp
... that provides niche products and/or services; a simpler ... diversity in customer base;
current shareholder(s) willing ... from an intermediary acting as agent on behalf ...
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http://www.investopedia.com/exam-guide/cfa-level-1/microeconomics/economic-technological-efficiency.asp
... 10.5 Finding Shenanigans. Chapter 11 - 15: 11. Corporate Finance: 11.1 Introduction;
11.2 Agent-Principle Relationship; 11.3 Capital Budgeting Basics; ...
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http://www.investopedia.com/articles/mutualfund/cost-basis-mutual-funds.asp
... thorough books and records, as the shareholder may need ... written confirmation from
your broker or agent within a ... of experience in the financial services industry ...
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http://www.investopedia.com/exam-guide/cfa-level-1/financial-statements/balance-sheet.asp
... 10.5 Finding Shenanigans. Chapter 11 - 15: 11. Corporate Finance: 11.1 Introduction;
11.2 Agent-Principle Relationship; 11.3 Capital Budgeting Basics; ...
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