I'm a private issuer. Why do I need a transfer agent?
While you may have a small number of securityholders and transfers or issuances to process, you might be relying on your law firm to perform these services, which can be relatively expensive. Alternatively, you may have assigned these responsibilities to an employee who is juggling many priorities and may not have the time and/or expertise required. A transfer agent can perform these services to relieve the burden on your law firm or your employees with a specialized system, reporting and industry knowledge.
Okay, so a transfer agent makes sense for us. Why Odyssey?
Odyssey is committed to providing the highest level of local, personalized service to both you and your securityholders. This is accomplished with innovative software, online tools and seasoned industry professionals that are available to you any time. We offer your securityholders book entry statements that remove the hassle of replacing lost certificates or turning them in if you choose to go public. Our services include compliance with all relevant regulations and guidance on restricted or legal securities transfers.