DealMaker Shareholder Services provides an easy and simple process to onboard with our team! The steps are listed out below:
- Once you are ready to begin onboarding, please notify your DealMaker.Tech account manager who will send you an onboarding form.
- Submission of the onboarding form notifies the DealMaker Shareholder Services team who will immediately begin reviewing the form response.
- The DealMaker Shareholder Services team will communicate with other teams in the DealMaker ecosystem such as the DealMaker.Tech and DealMaker Securities representatives to ensure that we have all the information we need.
- Your DealMaker Shareholder Services account manager will be assigned to your company and will reach out with any further questions or information needed to complete onboarding.
- If there are any historical shareholders being brought over to DealMaker Shareholder Services, the team will begin processing this data and uploading these shareholders onto our systems.
- After shareholders have all been uploaded, they will be sent new book-entry statements and a letter notifying them that DealMaker Shareholder Services is now the transfer agent on record for the company.
- Once shareholders have been notified, your Shareholder Services account manager will send you an email confirming the above and that onboarding is completed!
- Your Shareholder Services team will remain on standby for such a time where your company would like to complete a share issuance.