Transfer Agent Services

GEMISYS is your single source solution for all of your transfer agent, shareholder services and back office administrative needs. With a focus on small Equity issues, Non-traded Real Estate Investment Trusts (REIT’s) and Limited Partnerships, GEMISYS applies its 30 years of experience and expertise to craft a comprehensive service solution specific to your offering.

Our complete package of Shareholder Services includes:

• Escrow Processing
• Sales Tracking
• Commission Reporting
• Blue Sky Reporting
• Disbursement Agent Services
• Investor Communications
• Proxy / Tender Agent Services
• Tax Processing & Reporting

To complement our Shareholder Services, we also provide:

• Financial Printing
• EDGAR Filing
• Warehousing and Inventory Management of all materials
• Mailing & Fulfillment Services
• Bank Reconciliation
• Escheatment

Making us The Single source solution to all of your back office needs.

e-mail ta@gemisys.com to find out more information on how GEMISYS Financial Services can help you with transfer agent solutions.