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Transfer Agent Pre Meeting Questions
This is to give us more information about your knowledge of the transfer agent business.
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Email
*
Your email
Date of Application
*
Your answer
Your Name (First and Last Name)
Your answer
Email Address
Your answer
Mobile Number
Your answer
LinkedIn Profile Link
Your answer
Have you worked for a transfer Agent before?
Yes
No
Other
Clear selection
If Yes, which one
AST
Colonial
Integral
VStock
Equity Transfer
ComputerShare
Other:
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Have you any accounting experience?
Yes
No
Clear selection
If YES, check all that apply that you did
AR
AP
Data Entry
AR Collections
Worked with online accounting Software
Have you worked with Listed Issuers (companies that are public?
Yes
No
Clear selection
Have you worked with Private Companies?
Yes
No
Clear selection
Describe what you did with Public Listed Companies?
Your answer
Describe what you did with Private Companies Companies?
Your answer
Did you manage any AGM (Annual General Meetings)?
Yes
No
Clear selection
Did you work with company cap table?
Yes
No
Clear selection
Did you do any shareholder verification?
Yes
No
Clear selection
Are you familiar with: How to transfer shares from one shareholder to another?
Yes
No
Clear selection
Are you familiar with: How a shareholder exercise their Options or Warrants?
Yes
No
Clear selection
How proficient are you with Excel?
Begginer
Novice
Intermediate
Advanced
Expert
Clear selection
How proficient are you with online applications?
Begginer
Novice
Intermediate
Advanced
Expert
Clear selection
What do you operating system most proficient?
Windows
MAC
Both
Neither
Clear selection
Customer Service: Did you have any direct contact with customers?
Yes
No
Clear selection
How do you feel working for a startup?
Scared
Love it
Welcome the opportunity
Not for me
Clear selection
Option 1
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