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.
From emerging startups to established public companies, our expertise spans diverse sectors, including technology, health care, energy and financial services. By leveraging the latest technologies and maintaining a client-first approach, we give issuers peace of mind by quickly and efficiently maintaining accurate records of shareholders, ensuring regulatory compliance. Whether managing dividend payments for a mature corporation or facilitating corporate events, such as annual meetings, we provide tailored solutions that make business simple, fast, and easy for issuers and their shareholders.
Shareholder records management & online access
- Hassle-free, accurate record maintenance for all classes of securities
- Timely issuances of shares
- Process transfers
- Issuer online access to lists and reports
- Shareholder online access to account details
- One point of access for all your needs
Administration agent for corporate activity
- Name changes, consolidations and stock splits
- Dividend, distribution and interest paying agent
- Dividend Reinvestment Plans (DRIPs) and Stock Dividend Plans
- Exchange mandated escrow agent appointments
Gatekeeper of all security issuances, cancellations and redemptions
- Quick and efficient turnaround of all transactions
- Seamless processing of electronic transactions through DTCC
- Direct Registration System (DRS) statements eliminate lost certificate claims
- Strict reconciliation protocols to ensure accurate records
SIMPLE. FAST. Easy.
Odyssey Transfer and Trust Company: A Transfer Agent that Goes Above and Beyond
As an innovative, nimble and client-service-driven transfer agent, the Odyssey team understands the needs of our clients at all stages of their life cycle. Our mission has always been to provide clients with exceptional personalized service and reliable support, with the belief that, when it comes to transfer agent and trust services, simple is better.
Quick response times
- Responsive, personalized service from a dedicated Client Services team
- Speak to local industry experts via telephone or email
- Online access for shareholders to view holdings and update information
- Easy-to-use FAQ's to help shareholders quickly navigate to areas of interest
Compliance expertise
- KYC/AML and Anti-Terrorism reporting
- Registered holder unclaimed property administration
- Cost basis tracking and reporting for covered securities
- Compliance with SEC regulations for securities transactions
Meeting management
- Distribution of proxy material to registered shareholders
- Vote tabulation and reporting
- Inspector of election services
- Virtual meeting platform options
Our Clients
Contact the Odyssey Team Today
To learn more about our transfer agency and registrar services, contact us.
How to Get Started
Partnering with Odyssey for transfer agent services is simple. Whether you’re transitioning from another provider or starting fresh, our team can guide you through the process, ensuring a seamless onboarding experience.
Here’s how to get started:
- Reach out to us. Contact us to schedule a consultation. We can discuss your company’s needs and objectives to determine the best approach for your shareholder services.
- Define your requirements. Collaborate with our team to identify the pain-points you might be experiencing with your current transfer agent, or the additional services you need. We have the solutions and expertise to manage shareholder records, handle dividend payments, support corporate events, and more.
- Let us handle the transition. Once we have the information we need from you, you can let us handle the rest. Odyssey ensures minimal disruption and maximum efficiency.
- Enjoy peace of mind: We’re known for our expertise, reliability, and responsiveness. Our dedicated Directors are always available to assist with any questions or adjustments as your business evolves.
You and your shareholders deserve a seamless and professional experience. We take on the vital role of managing your shareholder records, corporate activity administration, and regulatory compliance, so you can focus on growing your business.
Public Issuers - FAQ's
- Odyssey is a cost-effective solution for both public issuers and private companies.
- If you value responsiveness, personalized service and an experienced team you can trust, we’d love to talk with you about working together. Our goal at Odyssey is to offer an alternative to the traditional “big box” transfer agents.
- We love to find solutions. Our Client Services team can help you assess options for providing solutions to common or uncommon challenges.
- You have access to the broader team at Odyssey. Our management team will make themselves available to work through the most complex transactions.
When clients transition to Odyssey, the process is seamless. Our team will lead the onboarding process and work with the outgoing transfer agent to ensure a timely and accurate transition of the shareholder records. We will work with you to gather the required documentation and prepare any communications to your shareholders.
We give our clients peace of mind by making things simple, fast, and easy.
As an innovative, nimble and client-service driven transfer agent, Odyssey understands the needs of our clients at all stages of their life cycle.
We have proactively enhanced our business by incorporating value-add service offerings into our portfolio. In addition to our core transfer agent and trust company services, we support our clients by offering cost-effective and robust press release packages, employee plans management, cross-border capabilities, and whistleblower services, .
Private Companies - FAQ's
While you may have a small number of shareholders 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.
Odyssey is committed to providing the highest level of local, personalized service to both you and your shareholders. We deliver this through innovative software, online tools and seasoned industry professionals that are available to you any time. We offer your shareholders 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.
