Solutions

Comprehensive Transfer Agent Solutions Tailored to Your Success

From emerging companies preparing for their first public offering to established corporations managing thousands of shareholders, Sterling Valley Trust delivers customized transfer agent solutions that grow with your business. Our boutique approach ensures every solution is precisely tailored to your unique requirements, regulatory environment, and shareholder base.

Stock Transfer Processing

  • Electronic and physical stock transfers
  • DRS (Direct Registration System) processing
  • Book-entry share management
  • Transfer restriction monitoring
  • Multi-party transaction coordination
  • Same-day transfer processing available

Cash Dividend Processing and Distribution

When companies pay cash dividends (like $0.50/share), we calculate total amounts, process payments to all shareholders simultaneously, and handle different payment methods (checks, direct deposit, wires).

Stock Dividend and Split Administration

Managing when companies issue additional shares instead of cash – like 2-for-1 stock splits where shareholders get double their shares, or stock dividends where they receive bonus shares.

International Payment Capabilities

Converting USD dividends to foreign currencies and sending payments worldwide – EUR to German shareholders, GBP to UK shareholders, etc., while complying with each country’s regulations.

International Solutions

Global Shareholder Services

 

  • Multi-Currency Dividend Payments: Support for international shareholders
  • Foreign Tax Withholding: Compliance with international tax treaties
  • Cross-Border Regulatory Compliance: International reporting requirements
  • Global Proxy Solicitation: Worldwide shareholder communication
  • ADR Program Support: American Depositary Receipt administration
  • Global Custody Coordination: International settlement and clearing
  • Foreign Exchange Management: Currency conversion and hedging support

Discover What We Can Do For You

We offer tailored solutions to meet your needs and enhance your experience.