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Equiniti

3.0

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Equiniti Reviews Summary

Equiniti is a global company that provides ownership management and advisory services to businesses, helping them navigate critical events across the corporate lifecycle. They offer a range of solutions, including transfer agent services, equity plan administration, and proxy solicitation services.

This summary is generated by AI, based on text from customer reviews

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4 reviews
8 helpful votes
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Slow and inefficient
September 18, 2023

I had to deal with Equiniti in order to transfer shares that I inherited when my mother died. From the start I knew it was going to be a difficult process. When I sent them an email the auto-reply stated that they 'aimed' to deal with my request within 5 to 10 working days! I don't think that timescale is acceptable these days, it's like talking to someone on a distant planet. I understand that they are very busy because they are the Registrar for nearly 50% of all shares but they really need to address the situation.
Their phone line isn't much better, nearly every time I called they were so busy that they wouldn't even let me join the queue!
After I eventually got notified that the transfer was complete I was told to use their Shareview app but the registration process failed at the first step, entering my name. Of course it is a weekend and I can't phone them until monday!
It turned out that Equiniti 'forgot' to give me the correct reference number! I'm now on the Shareview app which seems ok so far.

Date of experience: September 17, 2023