PCMS recognizes that one of the most important relationships to develop and maintain in the arena of "going public" is that of your transfer agent. Because of the amount of work required and the unique administrative requirements that today's transfer agents are required to do, we recommend only the best. Our proven track record and established relationship with Pacific Stock Transfer, Inc. helps shortcut the initial "get to know you" phase, and allows your team to more quickly and efficiently develop an offering that is second to none.

As PCMS works exclusively with Pacific Stock Transfer, we have provided a few of the requirements that are important to our team in determining who we will work with.

What does a transfer agent do? The transfer agent is primarily a record keeper. They keep track of your shareholders and their stock positions. By transferring stock, they provide a variety of reports on shareholders and stock activity, facilitate mailings to the shareholders, provide a variety of Annual Meeting services and perform any of a number of other related services, including paying dividends and assisting shareholders with their needs.

What information will I have to provide to the Transfer Agent prior to the Offering?
Among the items you should be prepared to provide are: name, address and telephone number for your corporate contact, the underwriter(s) and corporate counsel, information related to the security such as CUSIP, exchange listing and symbol and information about the Offering, including the effective date, the price range and the closing location. If there are selling shareholders they will need complete information on these. PCMS can assist you with many of these items or potential questions.

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