Group 5 — Services

By: Group Five  09-12-2011
Keywords: Shareholder, Transfer Agent Services

Managing transfer agent services through shareholder satisfaction research
The cornerstone of our work is satisfaction research. Whether the research involves transfer agents or shareholders we have developed effective measurement tools and a highly reliable process to provide you with objective, accurate information to support your decision-making. Without objective satisfaction measurements it is difficult, if not impossible, to effectively evaluate and monitor actual service to your company and its shareholders. We can show you how your service provider compares to the industry and trends over time. With this information, you will be immediately equipped to effectively manage this most vital service.

Group 5 provides the information you need to manage your service provider by understanding when and where shareholders are dissatisfied (statistical measurements) and why. You will have both statistical and qualitative information on service quality to make informed decisions. Access to this information allows you to fulfill your fiduciary responsibility with the highest level of confidence. We help you do your job better.

Evaluating, selecting and contracting for transfer agent services
Our research and experience uniquely qualifies us to assist issuers with evaluating, selecting, and contracting with transfer agents for shareholder services. As the acknowledged experts in the industry we assist our clients in fulfilling their fiduciary responsibilities by selecting and contracting with the most effective and efficient vendors for transfer agent services and other corporate services. We are committed to providing high-quality personalized service with integrity, reliability and results. Our consulting services will assist you to:

  • Develop - a customized RFP to accurately represent your needs
  • Evaluate – vendors who are right for your company
  • Present – evaluation analysis and selection rationale for delivery to your management team
  • Negotiate – on your behalf with honesty and purpose
  • Secure – a fair and balanced contract
  • Manage – to ensure full compliance and service delivery

We will guide you through the vendor evaluation, selection, contracting and management processes. On your behalf we will:

  • Apply our 16 years of national and international experience
  • Interface with clients and service providers at all levels – fostering partnerships
  • Identify specific results to be achieved
  • Accommodate your unique requirements
  • Conduct due diligence and management to guarantee maximum support
  • Manage – to ensure full compliance and service delivery

Shareholder Services Satisfaction Research
Since 1990, Group Five has been conducting an independent survey of corporate issuer satisfaction with the service they receive from their transfer agent. The list below contains some of the research we have available. Please contact us if you are interested in additional information.

Measuring stock plan satisfaction
The cornerstone of our work is satisfaction research. Whether the research involves equity plan administrators or plan participants we have developed effective measurement tools and a highly reliable process to provide you with objective, accurate information to support your decision-making. Without objective satisfaction measurements it is difficult, if not impossible, to effectively evaluate and monitor actual service to your company or its employees. We can show you how your service provider compares to the industry and trends over time. With this information, you will be immediately equipped to effectively manage this most vital service.

Group 5 provides the information you need to manage your service provider by understanding when and where plan participants are dissatisfied (statistical measurements) and why. You will have both statistical and qualitative information on service quality to make informed decisions. Access to this information allows you to fulfill your fiduciary responsibility with the highest level of confidence. We help you do your job better.

Evaluating, selecting and contracting for stock plan administration services
Our research and experience uniquely qualifies us to assist issuers with evaluating, selecting, and contracting for plan administration services with an outsourced administrator. As the acknowledged experts in the industry we assist our clients in fulfilling their fiduciary responsibilities by selecting and contracting with the most effective and efficient vendors for plan administration services and other corporate services. We are committed to providing high-quality personalized service with integrity, reliability and results. Our consulting services will assist you to:

  • Develop - a customized RFP to accurately represent your needs
  • Evaluate – vendors who are right for your company
  • Present – evaluation analysis and selection rationale for delivery to your management team
  • Negotiate – on your behalf with honesty and purpose
  • Secure – a fair and balanced contract
  • Manage – to ensure full compliance and service delivery

We will guide you through the vendor evaluation, selection, contracting and management processes. On your behalf we will:

  • Apply our 16 years of national and international experience
  • Interface with clients and service providers at all levels – fostering partnerships
  • Identify specific results to be achieved
  • Accommodate your unique requirements
  • Conduct due diligence and management to guarantee maximum support

Stock Plan Administration Satisfaction Research
Since 1998, Group Five has been conducting independent research to measure plan sponsors' satisfaction with the service they receive from the stock plan administrators. We undertook this effort to focus attention on plan sponsor and participant services with the ultimate objective of improving service across the industry. The list below contains some of the research we have available. Please contact us for additional information.

Keywords: Shareholder, Transfer Agent Services

Contact Group Five

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