Ownership Location Program

As your ownership location program partner, we recognize the importance of shareholder location and are committed to your success.

Overview

EQ’s Ownership Location Program, offered exclusively to our transfer agent clients, helps shareholders update their inactive or lapsed accounts and recover their assets. Through our customized solutions and strategic approach to developing a successful program, your company can avoid the costly and administrative escheatment compliance process. Our team of tenured experts works with you directly to meet your specific needs, simplifying what can be a frustrating and consuming process, and effectively demonstrating that your company values its shareholders and is dedicated to protecting their interests.

OWNERSHIP LOCATION SERVICES

EQ works proactively with companies to prevent shareholders’ assets from reaching the point at which they are considered “abandoned” and subject to state escheatment mandates. In doing so, we not only help you better serve your shareholders, but we also help you avoid the high costs of escheatment compliance and reporting.

As your trusted partner, we recognize the importance of shareholder location, and we are here to help you succeed, which is why we offer our ownership search service at no additional cost. This is yet another way that our attention to detail and strong sense of partnership set us apart from our competitors.