Important Details

Shareholder Management/Ownership Recordkeeping

Who’s managing the ownership records of your company?

Ownership recordkeeping is a problem area for many companies. If not properly managed it can lead to shareholder confusion and future legal battles. While many companies are currently handling this job with an existing employee or through an expensive law firm, Zions Bank is now offering you a better, safer solution.

Personalized, Professional Service

In today’s business world, maintaining great shareholder relations is an increasingly important concern for most companies. However, most shareholder contacts aren’t with the company, but with the company’s transfer agent. Choosing the right transfer agent is a major step in building and maintaining exceptional shareholder relationships.

Unlike other companies offering similar services, with Zions you’ll have a single point of contact. Always. As a client you’ll be given an experienced account administrator. This administrator along with support staff will help with any problems that arise and coordinate activities that affect you, your company and your shareholders.

For more than 50 years Zions Bank has assisted corporations in enhancing positive shareholder relations by combining a sophisticated system with a deeply experienced technical and administrative staff. Add to this our personal, relationship-focused attention and our clients receive innovative and responsive services.

Our commitment to excellence has been to always provide the finest and most efficient stock transfer services in the market. This continues to be our commitment.

Shareholder Management Services*

  • 24/7 Access
  • Dividend services and 1099 reporting
  • Online access for both issuers and shareholders
  • Document safekeeping
  • Proxy services
  • Investor communications
  • IOP preparation
  • Tax reporting
  • Confidential processing
  • Comprehensive reporting
  • Sophisticated systems
  • Stock certificate issuance
  • Cash and stock dividend disbursement
  • Direct purchase plan


Zions has designed this program and system to fit within the budgets of both large and smaller corporations without sacrificing benefits or features.

Talk to a Representative about Shareholder Management for Your Corporation Today

Mark Petrasso
Senior Vice President and Business Development Officer
550 South Hope St, Ste 2875
Los Angeles, CA 90071
Phone: 213-593-3153
Fax: 866-870-0209

*Services are subject to contract. Fees apply. Contact a financial representative for details.


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This page was last modified on Thu Sep 21 20:13:12 MDT 2017