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Corporate Client Relations

Appointment Documents

  • Bond of Indemnity
  • Certificate of Secretary
  • Fee Schedule
  • Indemnity Agreement
  • New Company Form
  • Resolution of Appointment
  • Signatures

Cancellation Procedures

Corporate Update Form

DTC Company Information Letter

FINRA Form

Shell Verification Form

“Corporate Stock Transfer is rated #2 in Customer Service in the U.S. outperforming all regional & NY stock transfer agents.”

— 2007 Transfer Agent Survey

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