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Is It Time To Switch Transfer Agents? A Decision Framework

Transfer agency service agreements typically run three to five years with renewal provisions. However, most Canadian issuers reach the re-evaluation moment at least once in the life of a transfer agent relationship, even if few act on it. Those who eventually do switch almost universally say they waited a year or two longer than they should have. Two signal categories tend to make the business case impossible to ignore.

Is It Time To Switch Transfer Agents? A Decision Framework

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