Shareholder Meeting Administration
Accessible, Transparent Proxy and Mailing Service
Save time and money on your annual meeting planning by letting Transfer Online's creative software do the hard work for you.
We can provide:
- Timeline Planning - Supply us with your desired meeting and record dates, and we will design a timeline that meets your needs.
- Notice & Access Management - A great money saving tool and we'll organize and manage the entire process for you.
- 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.
- Document Preparation - Whether your documents need minor editing or to be developed from scratch, we will help you prepare.
- Delivery of Materials - We can print and mail materials to registered holders or mail materials you provide.
- Web Hosting - A page created just for your company on our SEC compliant website allows Broadridge to enable electronic delivery and reduce your print costs.
- Electronic Voting for Shareholders - Registered shareholders can cast their vote electronically at www.transferonline.com/proxy.
- Tabulation - Votes of registered shareholders will be combined with beneficial votes to generate your master vote report.
- Vote Reports - Up to date vote reports for download or provided to you in a daily email.
- Inspector of Elections - Appointment of an Inspector of Elections.
Transfer Online™ also offers a general mailing service for informational notices and other purposes not related to annual meetings.
Contact us for a custom, detailed quote.