The Basics

Part of an ongoing series on "The Basics of Managing Shareholder Relations"..

Click on the links below to open up a PDF file

• A Checklist of Best Practices in Selecting a Transfer Agent
• Analyzing and Understanding your Shareholder Base: The Basics
• Analyzing and Understanding your Base of Street-Name Holders
• Dividend Reinvestment and Direct Stock Purchase Plans: Powerful Tools to "Optimize" The Value of Your Retail Investor Base
• Inspectors of Election: Some Questions and Answers on "The Basics"...plus our current Team of Inspectors
• A Quick Primer on Tabulating and Reporting Voting Results at Annual and Special Meetings of Shareholders
• Essential Tools from A to Z - and What You Need to Know About Buying Them