SHAREHOLDER
SERVICES
EMPLOYEE STOCKSERVICES
PLAN SERVICESSPECIALIZED EQUITY SOLUTIONSKNOWLEDGE
CENTERALL PRODUCTS
& SERVICES
PLAN SERVICESSPECIALIZED EQUITY SOLUTIONSKNOWLEDGE
CENTERALL PRODUCTS
& SERVICES
Successful companies look to BNY Mellon Shareowner Services for our breadth of product, quality of service and focus on value.
To get more information about our Products & Services:
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Individual shareowners with accounts inquiries, please see Contact Us
Shareholder Services
Merger & Acquisition Processing Services
Companies just like yours choose us because we bring specialized industry expertise and high quality service that increases cost-efficiencies. Beyond that, clients find peace of mind knowing that they're partnering with a global financial services organization whose corporate culture is infused with disciplined compliance and risk management practices.
We provide clients with a highly disciplined team of professionals who will not only support your M&A event, but will also serve as your partner in action. We will work closely with you and your key advisors — first planning and strategizing — then executing and implementing.
This dynamic combination creates a balanced team poised to execute and manage the most complex event, with PMI-certified project managers, comprehensive event management, and a communication team who will execute and manage outreach and priority campaigns.
Depository Agent Services
We understand the challenges associated with a voluntary tender offer. While a traditional merger affords you a lengthier period to communicate your position to investors, a tender offer's lifecycle is often far shorter and more complex. From communicating your position to your shareowners and the "street" to processing entitlement, we will apply specialized tactical expertise to the execution of your transaction. Our Depository Agent Services rely on complementary M&A processing areas and engage a number of cross-functional disciplines within our organization. In turn, our clients interface with a single point of contact that synchronizes a tender offer's many moving parts. This seamless coordination allows you to focus on the strategic objectives tied to your event.
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Information Agent Services
We will help investors understand their choices through clear and compelling communications. Whether you're involved in a friendly merger or pursuing a reluctant acquisition target, effective communication is key. As an information agent, we provide a variety of access channels that make communicating with your shareowners easy:
- dedicated toll-free information phone lines
- accessible email inquiry systems
- Web-based and interactive voice response system self-service platforms
- Integrated Financial Printing Services
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Paying Agent
Whether making cash payments from escrow, cash allocations, bankruptcy distributions or class-action payments, it's essential that the transaction be expertly managed with accuracy and efficiency and flawlessly executed. We have a proven track record of providing just that. Our Paying Agent services engage integrated principal transfer agent and service delivery utilities.
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Exchange Agent
With our reputation for handling some of the largest exchanges in the industry, many companies rely on our exchange agent expertise to handle their transaction — even when we are not their transfer agent. We employ a proactive consultative approach with a strong technical background to help attain the highest level of accuracy in your exchange process.
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Treasury Services
We understand the importance of protecting your payment funds value throughout the course of your event. With direct access to experienced treasury professionals, you'll benefit from a resource whose expertise exceeds the mechanical aspects of payment fund disbursement by helping to facilitate the security, movement and investment of your capital throughout the event.
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Small Shareowner Programs
A well-designed and well-executed plan will help small shareowners cost-effectively divest or increase their current holdings. These programs offer shareowners an attractive vehicle to modify their accounts, and provide you with a cost-effective means to reduce your shareowner servicing expense. By engaging our proven approaches, including market resale, share repurchase, round-ups and threshold plan, a carefully crafted and cost-efficient program is ensured.
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Dutch Auction Tender Offers
Engage our advisors before you undertake this complex transaction. We will provide form letters of transmittal, review returned certificates, record the tender prices, tabulate the tender bids, perform proration calculations and process the offer payments.
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Plan Processing Agent
Employing cross-functional disciplines from our Depository Agent Services delivers peace of mind that every aspect of your transaction processing is accounted for. We will review and record tendered securities, perform proration calculations and make any necessary payments, tabulate the tendered amount and provide you with robust management reporting.
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Forwarding Agent
Maintain a physical presence in the U.S. for the receipt of your items from the DepositoryTrust Company or brokers and post office collections for your registered shareowners.
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Redemption Agent Services
We will design, print and mail letters of transmittal (LTs), receive and process returned LTs and certificates, design and execute effective investor communications including proficient call center support, execute payments to holders and perform accurate and timely required tax reporting.
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Election Agent Services
We have managed a large and diverse number of elections creating capabilities designed to handle the complexity of physical and book shareowners, beneficial holders and participants in dividend reinvestment and employee savings plans.
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