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AGMs and Private Companies: A Modern Guide to Doing It Right

AGMs and Private Companies: A Modern Guide to Doing It Right

by Oscar Jofre | Jun 10, 2025 | AskOscar, Issuers, KoreGPT, KorePixel, KorePlatforms, KoreTransfer, SEC, Transfer Agent

Why Private Companies Must Embrace the AGM Season with Confidence and Compliance As AGM season begins, private companies are called to do more than just check a regulatory box. The Annual General Meeting (AGM) is your opportunity to showcase leadership, engage...
What Corporate Actions does your Registered SEC Transfer Agent manage?

What Corporate Actions does your Registered SEC Transfer Agent manage?

by Oscar Jofre | Nov 13, 2024 | KoreConX

Partnering with a registered SEC transfer agent can be a game-changer for private companies. They handle key corporate actions that help keep your company compliant, streamline your paperwork, and strengthen relationships with investors. It’s like having an extra set...
What is a Transfer Agent for Private Companies, and How Do They Work?

What is a Transfer Agent for Private Companies, and How Do They Work?

by Oscar Jofre | Oct 9, 2024 | Issuers

Managing ownership and tracking shares can quickly become complicated for private companies issuing stock or other securities. This is where a transfer agent comes in. Although often associated with public companies, transfer agents also play a crucial role for...
Protecting shareholder rights: Can transfer agents save democracy?

Protecting shareholder rights: Can transfer agents save democracy?

by Oscar Jofre | Jan 31, 2024 | Transfer Agent

In today’s article, we’ll talk about the key role of transfer agents in protecting shareholder rights and corporate governance. Especially when it comes to potential threats from powerful actors like oligarchs or governments. Introduction A long time ago...
5 Things You Need to Know About Transfer Agents

5 Things You Need to Know About Transfer Agents

by Oscar Jofre | Apr 10, 2023 | Capital Markets, Capital Raising, Compliance, Regulation

When a company issues securities, it is vital to keep the official record of ownership and distribution accurate and up-to-date at all times. This process is managed by transfer agents who in addition to assuming responsibility for maintaining accurate records of...
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