Transfer Services

A comprehensive range of securities transfer and registrar services are supported by an experienced professional team and dedicated transfer facilities across the country. Our approach is customized to your specific requirements and offers you innovative solutions and reliable delivery beyond all standard functions.

As an agent, we maintain securityholder lists, control the stated capital and effect transfers. We liaise with CDS Clearing and Depository Services Inc. (CDS), the broker community and investors to fulfill their requirements. Treasury directions are treated with the urgency demanded for regular issuances, stock option exercises or to complete a transaction at a closing. We administer mandated escrow functions and process releases as dictated by the agreement. We act as an agent and provide registry services for Special Purpose Acquisition Company (SPAC) shares, warrants and rights offerings.

How does our service benefit clients?

By helping you achieve greater efficiency. Our value extends beyond simply providing record keeping. Our client website provides detailed, customizable reports and advanced search and filtering capabilities. We also ensure that onboarding is smooth and efficient.

Data security remains a major priority. Our Information Security program is fully aligned with the ISO 27001:2013 Standard and with the NIST Cybersecurity Framework. Our security controls are audited annually by an independent third party, and have consistently passed the requirements of the CSAE 3416 standard, which is the Canadian equivalent of the U.S.-based SSAE 16 standard.

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