Not all accredited investors are individuals—trusts, retirement accounts, LLCs, and other entities may also qualify. The SEC grants accredited investors exclusive access to high-potential private investments, including private equity, hedge funds, venture capital, and private placements. These opportunities bypass standard registration requirements, offering unique wealth-building potential—but only to those who meet the SEC’s strict criteria. At Pareturn, we simplify the verification process with multiple options to confirm accredited investor status efficiently. Whether you're investing as an individual or through an entity, we ensure compliance while helping you unlock these exclusive financial opportunities. Why Verification Matters: Access to Private Markets – Participate in high-growth, non-public investments SEC Compliance – Ensure eligibility without unnecessary hurdlesFlexible Solutions – Verification tailored to individuals, trusts, LLCs, and retirement accounts Let us help you secure your accreditation—so you can focus on growing your wealth.

Pareturn delivers superior transfer services with precision and speed. We process both routine and restricted securities transfers efficiently, completing 90% within one business day—surpassing standard SEC requirements. Our advanced technology continuously monitors authorized and outstanding shares while maintaining multiple verification layers to ensure flawless accuracy. Whether you're a private enterprise or public company, we provide secure, reliable transfer services tailored to your specific requirements. With robust systems and specialized expertise, we guarantee smooth, error-free transactions for complete peace of mind.

As a FAST program participant through DTC, Pareturn enables seamless electronic share transfers between broker-dealers without physical certificate processing

Key Differences Between DWAC and DRS:

• DWAC (Deposit/Withdrawal at Custodian). Processes new or physical shares into electronic form. Requires broker initiation via FAST system Used for: .
• Direct issuance of unrestricted shares to brokerage accounts (with company authorization) • Conversion of physical certificates to electronic form (with completed stock power)

DRS (Direct Registration System). Manages existing electronic book-entry shares. Allows movement between transfer agent and broker accounts Benefits:

Both methods provide secure, efficient alternatives to paper certificates while maintaining full compliance with DTC regulations. Our team guides you through each option to determine the optimal approach for your specific transfer needs.

Pareturn's proprietary systems deliver comprehensive cap table management and transfer agent services through cutting-edge technology and meticulous processes. Our core capabilities feature real-time cap table monitoring with continuous tracking of authorized and outstanding shares, consistently processing most transfers within one business day—exceeding SEC requirements—while maintaining 100% data accuracy through triple-verification protocols. We provide secure cloud-based access to all critical documents alongside specialized services including lost security resolution, automated transfer journal processing, and shareholder data maintenance. Our platform handles complete book-entry share management with custom account coding, historical records archiving, and sophisticated reserve account administration. Additionally, we generate all necessary tax documentation (1099-DIV, B, MISC, INT) and instant reports ranging from shareholder registers to proxy materials. Whether you're a growing startup or established public company, Pareturn's fail-safe systems and white-glove service guarantee flawless recordkeeping and absolute cap table integrity, giving you complete confidence in your shareholder data management.

Pareturn delivers end-to-end corporate meeting solutions that combine regulatory precision with exceptional service quality. Our comprehensive meeting services encompass complete proxy process management, including registered shareholder setup, vote tabulation, and certified affidavits, along with seamless beneficial owner coordination through full broker searches and proxy configuration. We maintain strategic partnerships with industry leaders like Broadridge and DTC while ensuring compliance-critical documentation through professional proxy material preparation, mailing services with complete audit trails, and certified election integrity services as official inspectors of elections. Recognizing that these high-stakes events reflect your corporate governance standards, we deploy our regulatory expertise and white-glove service to guarantee impeccable protocol adherence, meticulous attention to detail, and flawless meeting execution. Whether handling routine annual meetings or complex special votes, Pareturn elevates this regulatory requirement into an opportunity to demonstrate your organization's professionalism and commitment to governance excellence, transforming what is often viewed as an obligation into a showcase of corporate integrity.

Pareturn provides unparalleled corporate election services that extend far beyond basic vote counting, delivering end-to-end solutions designed to ensure both regulatory compliance and governance excellence. Our comprehensive offering features precise vote tabulation through proprietary, audit-ready software, coupled with meticulous proxy document review to guarantee compliance with all governing documents. We conduct thorough record date reconciliation to verify share balances and provide affidavit certification for permanent recordkeeping, while offering strategic meeting guidance including script consultation and real-time vote tracking through adjournment. What truly sets us apart is our commitment to delivering regulatory confidence through strict adherence to procedural requirements, transparent reporting with detailed voting statistics, and proven contingency preparedness for contested situations. When you partner with Pareturn for your corporate elections, you gain more than a service provider—you secure a battle-tested ally dedicated to safeguarding the integrity of your governance processes while transforming routine elections into demonstrations of organizational professionalism. Our white-glove approach ensures every detail is managed with precision, from preliminary preparations through final certification, giving you complete confidence in your election outcomes.

Pareturn delivers exceptional shareholder service through a seamless blend of technology and personalized attention. Our clients enjoy immediate access to a dedicated service team available via phone, email, or fax, ensuring rapid resolution of all inquiries—from address updates and W-9 verification to certificate status checks and transfer requests. Our intelligent tracking system not only processes individual requests but also identifies trends to proactively address potential issues before they escalate, with comprehensive inquiry logging maintaining complete historical records. We measure success through shareholder satisfaction, combining advanced systems with human expertise to deliver white-glove service characterized by courteous, knowledgeable assistance every time. By offering multi-channel convenience tailored to shareholder preferences and developing proactive solutions based on behavioral patterns, we transform routine administrative interactions into meaningful relationship-building opportunities. At Pareturn, we recognize that your shareholders are your most valuable stakeholders, and our 360° approach enhances their confidence in your company through every touchpoint—turning shareholder service into a strategic asset that reflects your commitment to excellence.

Whether you're executing a routine stock split or navigating a complex going-private transaction, Pareturn delivers the perfect combination of technical precision and strategic guidance. We don't just process your corporate action – we help ensure its success.

• Mergers & Acquisitions – Share exchange processing and consideration distribution
• Reverse Stock Splits – Accurate consolidation calculations and fractional share handling
• Spin-Offs – New share issuance and distribution management
• Odd-Lot Programs – Small shareholder buyout administration
• Tender Offers – Proration processing and consideration disbursement
• Warrant Services – Exercise processing and expiration management
• Preferred Stock Conversions – Terms interpretation and conversion execution

Pareturn specializes in compliant, efficient restricted stock processing. Our legal team carefully reviews all documents - including opinion letters and Rule 144 filings - while maintaining fast turnaround times. We automatically apply holds until requirements are met and provide complete audit trails. For Rule 144, control securities, and private placements, we deliver the perfect balance of regulatory compliance and timely execution, protecting your company while serving shareholder needs.

We limit handling to just 1-2 specialists per event. This prevents the "too many cooks" problem while letting key contacts like printers and counsel work directly with our dedicated team. Our focused approach ensures accurate, efficient distributions every time - protecting your company while serving shareholders flawlessly.

This always-current system eliminates processing delays, giving both companies and investors immediate access to their data while reducing administrative burdens. Our intuitive interface requires no training - just a few clicks to view, print, or export reports.

For Issuers:

• Current authorized shares and outstanding balances
• Comprehensive shareholder registries
• Detailed certificate inventories
• Complete proxy voting records and reports
• Transfer activity journals

For Shareholders:

• Portfolio position summaries
• Transaction histories and dividend records
• Electronic proxy voting
• 1099 tax documentation
• Secure address updates

Unlike competitors who advertise low flat rates but add countless small charges, we provide one clear, comprehensive fee tailored to your company's size and needs. We consolidate all costs - including special events, unique processing, and programming - into a single agreed-upon price. Every potential charge is clearly defined in advance and never implemented without your approval. Our approach combines fair pricing with valuable industry insights, helping you optimize expenses across all transfer agent services. One agreement. One flat fee. No surprises. That's the Pareturn guarantee for straightforward, predictable costs you can trust.

At Pareturn, we prioritize the protection of your company and shareholder data above all else. We maintain strict confidentiality protocols and rigorously enforce "know your customer" regulations. Our advanced systems incorporate multiple security layers, including dual backup recovery, to ensure your information remains completely secure at all times.

Pareturn has built strong, lasting relationships with key industry professionals over many years of collaboration. Our network includes proxy solicitors, financial printers, securities attorneys, audit firms, broker-dealers, graphic designers, and essential market intermediaries like Broadridge and DTC. These connections enable us to handle even the most specialized requests efficiently and effectively. We maintain this carefully cultivated network to provide clients with faster service, greater flexibility, and access to top-tier professionals in every relevant field. A full listing of our trusted partners and affiliates is available in the Resources section of our website. These strategic relationships allow us to deliver comprehensive solutions while maintaining the quick response times and personalized service that set Pareturn apart in the transfer agent industry.

Pareturn has built strong, lasting relationships with key industry professionals over many years of collaboration. Our network includes proxy solicitors, financial printers, securities attorneys, audit firms, broker-dealers, graphic designers, and essential market intermediaries like Broadridge and DTC. These connections enable us to handle even the most specialized requests efficiently and effectively.We maintain this carefully cultivated network to provide clients with faster service, greater flexibility, and access to top-tier professionals in every relevant field. A full listing of our trusted partners and affiliates is available in the Resources section of our website. These strategic relationships allow us to deliver comprehensive solutions while maintaining the quick response times and personalized service that set Pareturn apart in the transfer agent industry.