The Emerging Leader in OTC Transfer, Registration & Registrar Services
Innofirnet is a premier provider of transfer agent, trust, clearing escrow and registrar services. 360 degree services covering your corporate needs from pre-IPO to registrar services tailored to the OTC markets.
360 degree service
from pre-IPO to IR
All around, 360 degree services covering your corporate needs
from pre-IPO to registrar services tailored to the OTC markets.
Comprehensive Transfer Agent Solutions
Explore our expert financial services designed to ensure accuracy and trust in every transaction.
Transfer Agency & Registrar Services
We offer full regulatory processing, minimize corporate risk, and deliver excellent issuer and shareholder recordkeeping.
Compliance and Reporting
Reliable registrar and fiduciary services, guaranteeing compliance and security.
Escrow, Depository Agent Services
Dependable clearing and escrow services crafted to protect your financial assets.
Registrar and Investor Services
Innofirnet
Your Investor Services Experts
Innofirnet registrar and transfer agency solutions offer end-to-end investor servicing, ensuring regulatory alignment, timely transactions, and clear investor communications. Our technology-driven platforms enhance efficiency while maintaining the highest standards of compliance.
Transfer Agency & Registrar Services
Seamless, Cost Efficient Registration, Registrar
and Investor Services
Transfer Agency & Registrar Services
Rely on Innofirnet as your trusted registration, transfer agency and share registry partner, offering a comprehensive range of services including:
• Superior issuer and shareholder recordkeeping
• Smooth migration of historical data into Innofirnet’s advanced recordkeeping system
• Prompt, accurate, and professional customer support for shareholder inquiries
• Efficient processing of dividend disbursements
• Comprehensive support for issuer plans, including Dividend Reinvestment and Direct Stock Purchase Plans
• Expert proxy distribution, tabulation, and reporting services
• Compliance-driven regulatory processing, including tax reporting and abandoned property services
• Timely, precise expert assistance for company events such as IPOs and Corporate Actions
Our customized Transfer Agent and Share Registrar Services will provide:
• Reduced corporate risk and liability
• Secure, stable and highly scalable infrastructure
• Innovative and user-friendly technology system
• Sustained focus on your company’s specific needs
Compliance and Reporting
Streamlined Due Diligence and Investor Registration aligned with global regulatory standards.
Compliance and Reporting
Innofirnet surpasses traditional transfer agent services by keeping companies fully informed about evolving regulatory and reporting requirements. We advocate for your company’s interests with unwavering commitment. Our team safeguards the integrity of vital shareholder data, offers top-tier management resources, and implements superior operational processes that deliver measurable financial advantages.
With the stakes so high, Innofirnet maintains a team of experienced relationship managers backed by a team of tenured professionals to offer the expertise needed to help companies understand compliance responsibilities, ensure data integrity, and maximize operational efficiencies.
Compliance Management
A dedicated member of our relationship management team will work closely with your company to fully understand your compliance and reporting requirements.
Your relationship manager, along with our subject matter experts, will utilize Innofirnet’s capabilities in several key areas, including:
• Ensuring tax compliance with regulatory and statutory mandates and filing requirements.
• Offering proactive guidance regarding compliance requirements should your current processes change, and as your company develops plans for future growth
• Administrative management of shareholder activism initiatives
• Ongoing assessment of compliance strategy, with continual adjustments as mandates change, and processes for reporting are enhanced
• Data Integrity
Innofirnet upholds industry-leading data security standards to safeguard sensitive company records and personal shareholder information. We guarantee the integrity of vital shareholder data through our processing network, built on a unified, fully owned, and seamlessly integrated platform.
Our proprietary operational infrastructure and technology platform enable rapid adaptation to evolving investor and business needs. We continuously evaluate and enhance our system capabilities and applications to not only meet but exceed client expectations and updated regulatory requirements.
Thought Leadership
Beyond personalized service, your dedicated personal relationship manager is committed to driving your company’s growth by delivering thought leadership and deep industry expertise. This approach keeps you updated on the latest industry developments and offers valuable insights into challenges affecting both issuers and shareholders. With these insights and the assurance that your company stays secure and compliant amid evolving regulations, you are empowered to foster growth while maintaining safety and stability.
Investor and Annual Meeting Services
Innofirnet helps companies of all sizes and all stages of growth build and strengthen essential face-to-face relationships with your registered and employee shareholders
Investor and Annual Meeting Services
At Innofirnet, we recognize that your annual meeting is the most crucial event for your company.
Innofirnet provides your company with a valuable opportunity to build and strengthen essential face-to-face relationships with your registered and employee shareholders. Explore how Innofirnet’s annual meeting and proxy services enable you to showcase your commitment to your investors while surpassing their expectations.
Before, During and After
As your Trusted Advisor, we keep you on track by delivering the strategic guidance and relevant information you need before, during and after your corporate event, eliminating unexpected issues so you can focus on your company’s growth.
Expertise
With more than 1,000 meetings analyzed, our industry expertise offers unparalleled insights and strategies to help you prepare your annual general meeting. Effortlessly execute and achieve your desired outcomes—whether in person, hybrid, or virtual—with our comprehensive range of services including:
- A trusted Relationship Manager who will expertly manage the entire process related to your registered, plan and street elements
- Personalized support before, during and after your annual meeting
- Annual meeting timelines and checklists to keep you on track for your meeting date
- Planning of shareholder communications
- Access to your critical data through our proprietary platform
- Detailed annual meeting planning guide
- AGM Resources page to help you prepare for an effective annual meeting
- Virtual Annual Meeting services
- Proxy printing, distribution and tabulation
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1,700
Clients Served
+
$2.5b
Corporate Trust
+
$100b
Client Market Cap
+
12,000
Escrow and Clearing Transactions
Escrow and Settlement Specialized Services
Innofirnet offers tier-one strategic treasury services, including cash management, foreign exchange, lending, escrow, and paying and depository agent services, helping companies of all sizes effectively manage their capital challenges.
Escrow and Settlement Specialized Services
We have the expertise to establish escrow accounts that will meet your specific needs, including the following types:
- Mergers and acquisitions
- 1031 like-kind exchange
- Buy/Sell (holdback)
- Reps and warranties
- Class action
- Retainage
- Good faith
- Subscription
PAYING AGENT SERVICES
- Automated payment process that guarantees efficiency and maximizes shareholder convenience
- Structure and processing of required documentation
- Investment management on a straight-line or laddered basis
- A team of skilled experts supported by advanced technology
As your trusted advisor, our work continues long after the initial disbursement. Our team will be at your side until all shares have been exchanged because we understand the inconvenience and nuisance of dealing with unexchanged shareholder. And we shield you from becoming entangled in the process, allowing you to focus on other priorities like continued business growth.
Depository Agent Services
We offer you a comprehensive array of depository services to ensure a single-source solution in managing your offer, including:
Data Conversion: Innofirnet converts all data within 72 hours to our proprietary, wholly-owned infrastructure and application platforms.
- DTC Distribution: We provide the offer information to Depository Trust Company (DTC) to be posted and establish a book-entry account to allow DTC participants to tender into the offer. We also interface with the DTC on Notice of Guarantee settlements.
- Register: We maintain a complete register of tenders received and prepare a final list of accepted tenders for designated individuals.
- Letters of Transmittal/Notice of Guaranteed Delivery: We examine Letters of Transmittal and certificates for accuracy and review and maintain Notice of Guaranteed Delivery information.
- Coordination: We interface and work closely with the Information Agent to ensure a successful transaction.
- Daily Reports: We provide daily reports of offer results.
- Tenders: We take the necessary steps to resolve defective tenders and mail back to the shareholders/brokers any withdrawn tenders.
- Proration: We offer proration services on offers, where applicable.
In addition to our comprehensive strategic counsel, our Depository Services provide critical administrative functions including:
- Review of Offer documents
- Coordination of mailing for registered shareholders
- Depository communications
Pre-IPO and IPO services
We help private companies plan their future growth. We assist in evaluating growth options and preparing for an IPO. If you proceed with an offering, we ensure thorough preparation for issuing public stock. As your trusted partner, we support you throughout your transition from private to public.
After the IPO is complete, we use our deep understanding of your company to offer guidance and insight on a range of topics including growth opportunities and compliance mandates. We serve as your company’s trusted transfer agent and registrar, providing meticulous execution and recording of all securities transactions, and the highest levels of service to shareholders.
Our lifecycle partnership with companies also includes administration and management of critical functions including:
- Annual meeting services
- Corporate action services
- Employee plan services
- Fund administration
- Proxy solicitation & corporate governance services
- Ownership intelligence
- Asset recovery services
- Financial print & mail services
Navigating your company toward a successful IPO can be a challenging journey. As your trusted Transfer Agent, Innofirnet is committed to making this process smooth and efficient. Although every step presents its own challenges, we have simplified the journey and are here to support you through each of the six key stages outlined below:
- Appointment
- Custody agreements
- Shareholder data
- Paying agent
- Notice of offering
- Closing call
Innofirnet has established relationships with every major underwriter, which guarantees a seamless interface between all parties involved in the IPO. Our established processes allow us to easily transition shares held by existing shareholders – including pre-IPO splits, conversions and restrictions – into newly issued public stock.
Innofirnet
Performance Built Together
Innofirnet is a company owned by its people, fostering a culture of care, accountability, and entrepreneurial spirit. With an average client relationship spanning over 5 years, we are a trusted long-term partner, providing expert solutions with a genuinely personal touch.
We are dedicated to unlocking the full potential of every individual, turning their ambitions into tangible achievements. Our culture of Shared Ownership, core values, and client-first mindset drive sustainable and consistent growth by delivering exceptional service to our clients.
