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We contact the foreign and domestic brokerage firms and banks holding our clients shares and
gather information to complete the different types of surveys listed below:
- Basic – reveals how many investors hold our client’s shares.
- Board Lot – shows how many of our client’s investors own shares within a predetermined share range requirement.
- Geographic – indicates where our client’s investors reside and how many shares are held in each state, province or country.
Our clients benefit from the relationships we have developed over the past quarter century
with securities professionals around the world. Combining those relationships with cutting edge technology has streamlined the shareholder survey process for our clients.
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