Transfer Online Proxy Services
At a fraction of the cost of our competitors, we will meet all of the requirements for your annual meetings.
Our services include:
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 Timeline Planning - Supply us with your desired meeting and record dates, and we will design a timeline that meets your needs.
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Notice & Access Management - With a little advance planning, Notice & Access is a great money saving tool and we will organize and manage the entire process.
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Communication with Broadridge - We will request a Broker Search and Mailing Job, print the materials for beneficial owners, ship to Broadridge, and retrieve their cast votes.
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Document Preparation - Whether your documents need minor editing, or to be developed from scratch, we will help you prepare.
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Delivery of Materials - We can print & mail materials to registered holders, or mail the materials you provide.
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Web Hosting - A page created especially for your company on our SEC compliant website allows Broadridge to enable electronic delivery (likely reducing your printing costs).
(Example: www.transferonline.com/your company name)
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Internet Voting - Registered shareholders can cast their vote electronically at www.transferonline.com/proxy.
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Tabulation - Votes of registered shareholders will be combined with beneficial votes to generate your master vote report.
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Vote Reports - Up to date vote reports can be easily retrieved for free from our website or provided to you via a daily email.
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Inspector of Elections - To simplify your meeting, we can send an inspector of elections to your meeting.
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