CST is experienced and efficient in provided multiple depository services to our clients. The following are the services that CST is excited to offer our clients:
- Provide exchange agent services for any type of reorganization such as name changes, stock splits, mergers, acquisitions, etc.
- Prepare and mail a letter of transmittal to each shareholder providing a description of the exchange and requesting that old certificates be sent in for new ones.
- Payout of fractional shares
- Transfer Agent and registrar services provided for private companies
- Issuance of private placement shares
- Maintenance of shareholder records
- Shareholder list, mailing labels, and transfer journals
- Restricted legends placed on issued shares
Interest Paying Agent
- Interest payments by check or wire
- Calculation of interest payment
- Issue 1099’s to recipients of interest income
- Funds escrow on best efforts offerings, private placements, etc.
- Escrow of shares
- Daily or weekly accounting of escrow balances
- Disbursement of funds or shares upon requirements or termination of escrow
- Send notices of letter of transmittal to shareholders for the tender of shares
- Payout of fund in exchange for shares
- Detailed accounting of tendered shares
- Cancellation of shares tendered
- Issuance of funds for fractional shares
- Issue 1099’s
Please contact Carylyn Bell at (303) 282-4800 for additional information.