Shareholder Meeting & Proxy Services
Solving Your Shareholder Meeting and Proxy Filing Challenges
— Efficiently and Compliantly
How Our Annual Meeting Services Can Help
We provide shareholder meeting and proxy services in a bundled package with Notice and Access, secure voting, and mailing solutions to both public and private companies. This service has proven to be very effective in reducing unnecessary mailing fees typically charged by larger broker processing institutions.
For registered shareholders, we manage the complete process — from broker search to final tabulations. Shareholders receive a control number to securely access proposals online and vote their shares via web or phone. All proxy statement preparation services for public companies, tabulation, and detailed reporting are included. Our annual meeting services include:
Pre-Meeting Planning & Setup
Free consultation and cost analysis of prior meetings
Meeting logistics and planning support
Annual shareholder meeting planning checklist for corporations
Perform broker search and distribution
Beneficial distribution and setup
Document Preparation & Distribution
Perform EDGAR filing of proxy statements and notices
Typesetting Services for printed and digital proxy materials
Print and mail proxy notices to shareholders
Document warehousing and fulfillment of material requests
Second Notice mailing to targeted shareholder segments
Voting & Meeting Execution
Secure online and telephone voting
Optional inspector of elections and meeting analysis
Proxy solicitation and maintenance
Voting tabulation and detailed statistical reporting
Beneficial Shareholder Services
For non-voting meetings and mailings, we send materials directly to NOBOs and registered shareholders. Depending on the issuer’s bylaws and the type of communication, we may implement Notice and Access for additional cost savings — a hallmark of our cost-effective shareholder meeting management solutions.
Notice and Access Services
Since January 1, 2009, the SEC has required issuers to post proxy materials on a public website and send a notice to shareholders about availability. Issuers may choose to send either the full proxy package or just the notice, allowing shareholders to request materials by mail or email at no cost. You can view the complete SEC rule here.
Clear instructions for accessing materials online
Use of a cookie-free, publicly accessible website
Notices sent 40 calendar days before the meeting date
Shareholders’ ability to request and elect future delivery preferences
Posting searchable, printable proxy materials for one year post-meeting
Inclusion of toll-free phone number, email, and website
Optional integration of the notice into proxy statements or proxy cards
Exemption from the 40-day notice timing if full paper sets are mailed
Get Started With Our Shareholder Meeting & Proxy Services
Schedule a demo by contacting our sales representative to learn more about our shareholder meeting and proxy services at 801-521-5301 or click below.
Explore Our Communication Services
Discover our full range of communication services —
from website development, press release distribution to shareholder meetings.
