Transfer Agent Pre Meeting Questions
This is to give us more information about your knowledge of the transfer agent business.
Email *
Date of Application *
Your Name (First and Last Name)
Email Address
Mobile Number
LinkedIn Profile Link
Have you worked for a transfer Agent before?
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If Yes, which one
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Have you any accounting experience?
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If YES, check all that apply that you did
Have you worked with Listed Issuers (companies that are public?
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Have you worked with Private Companies?
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Describe what you did with Public Listed Companies?
Describe what you did with Private Companies Companies?
Did you manage any AGM (Annual General Meetings)?
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Did you work with company cap table?
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Did you do any shareholder verification?
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Are you familiar with: How to transfer shares from one shareholder to another?
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Are you familiar with: How a shareholder exercise their Options or Warrants?
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How proficient are you with Excel?
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How proficient are you with online applications?
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What do you operating system most proficient?
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Customer Service: Did you have any direct contact with customers?
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How do you feel working for a startup?
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