Lumi Virtual Meetings
Lumi Virtual Meetings Watch Odyssey’s Virtual Meeting Overview https://vimeo.com/412787169 In response to COVID-19 and the increased demand for virtual and hybrid meetings, Odyssey has established a variety of solutions for both new and existing clients. This includes: Fully-Managed Lumi Virtual Meetings Odyssey-Managed Lumi Virtual Meetings Teleconference Meetings (where permitted) Providing a range of options allows […]
Meeting Date Calculator
Odyssey Trust’s meeting Date Calculator for canadian issuers Our calculator provides a suggested schedule of dates and activities for your securityholder meeting in accordance with the requirements of National Instrument 54-101. Please contact Odyssey no later than one business day before your Start-Up Date with your chosen dates and a completed Meeting Information Form.
Corporate Actions Services
Corporate Actions Services Our Services Include Window-maximize Odyssey Xpress – Corporate Actions Event Portal Online portal for shareholders to quickly and efficiently submit letters of transmittal, tax forms and payment instructions The platform can be used for exchanges resulting in cash or share entitlements Client dashboard for reporting shareholder activity Handshake Exchange Agent Mergers and […]
Corporate Trust Services
Corporate Trust Services Our corporate trust Services File-contract Debt Trustee Act as trustee under indentures, for both secured and unsecured debt Serve as registrar and TA for the issue, process interest payments, transfers, and redemptions Landmark Escrow Agent Hold funds or securities in escrow, long or short term, pursuant to the terms of an escrow […]
Cross-Border Services
Cross-Border Services As one of the only cross-border transfer agents with US and Canadian processing capabilities, we’re able to manage your existing US listing or expedite your DTC eligibility process for a new listing. File-invoice Simplified DTC Eligibility for New US Listings We believe the process for obtaining a US listing should be seamless. We bring years of expertise, […]
Employee Plans
Employee PlanS Our Services Include Chart-line Long Term Incentive & Share Purchase Plan Administration Complete equity incentive plan management solution for Plans Trustee, Stock Option (SOPs, ISOs and NQOs), Performance (PSUs), Restricted (RSUs), Deferred (DSUs), Phantom Awards, Incentive, Stock Appreciation (SARs) and Employee Share Purchase Plans (ESPPs) Maintain and reconcile all eligible participant and future […]
Virtual Medallion Guarantees
virtual medallion guarantees We make it simple, fast, and easy to obtain a Medallion Guarantee. Odyssey offers convenient virtual appointments, eliminating the need for in-person meetings and courier fees. File-signature Medallion Guarantee in 3 Easy Steps Book your virtual appointment (click here) Attend a video call with one of our Directors Provide the required scanned […]
Whistleblower Services
Whistleblower Services Shield-alt Whistleblower Services For public issuers, National Instrument 52-110 – Audit Committees states that an Audit Committee is responsible for establishing a procedure for the confidential, anonymous submission by employees of concerns regarding questionable accounting or auditing matters. Our Whistleblower Service is designed as a simple, trusted, and cost-effective solution for issuers to meet their […]
Services
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Transfer Agent Services
Transfer Agent Services Odyssey is a premier provider of transfer agent, trust company and registrar services. Industry Leaders Our trusted & experienced team at Odyssey provides leading transfer agent and trust services. Contact Us At Odyssey, we believe that simple is better in the transfer agent and trust company space. With the expertise of our […]
