Group Five

> Research

Objective data
Better service
Maximum value

Our shareholder survey process helps companies manage their transfer agent relationship
with feedback on the quality of service delivered to shareholders

Shareholder experience

Our proprietary survey process is used by more than 30 issuers and all major transfer agents to ensure shareholder service meets contracted standards. With an independent measurement of satisfaction, you can be confident that shareholders are getting the best possible service. If an unexpected service issue occurs, you will have an objective, data-driven foundation for discussions with your transfer agent.


why measure satisfaction?

Our research shows that issuers who have shareholder satisfaction performance measures in their contracts receive the best shareholder service.

Without objective satisfaction measurements, you do not have an effective means to evaluate and monitor actual service to your shareholders and plan participants.

Our survey process shows how your service provider compares to the industry and trends over time. This vital information gives you objective data on service levels and the ability to make data-driven decisions.