This section outlines the purpose of the Transfer Agent Agreement, including the roles and responsibilities of the transfer agent and the company.
Define key terms used in the agreement, such as "Transfer Agent," "Shares," "Shareholder," etc.
Detail the services the transfer agent will provide, including: Maintaining shareholder records Processing transfers of shares Distributing dividends
Outline the fee structure for the services provided, including any retainer fees, per transaction fees, and payment terms.
Specify the duration of the agreement and the conditions under which either party may terminate the agreement.
Include clauses regarding the confidentiality of shareholder information and proprietary company data.
Detail the indemnification obligations of both parties in case of legal claims arising from the agreement.
Specify the jurisdiction and governing law that will apply to the agreement.
Provide space for the signatures of authorized representatives from both parties.
Here are some templates that are similar to Transfer Agent Agreements.