Switching Is Easy and Free!Contact Us For a Quote!
1. Drafting, printing and mailing the requisite search notice to all banks, brokers, intermediaries and nominees as required by SEC regulations;
2. Registering with Depository Trust Company (DTC) and requesting the Security Positions Report that will identify the eligible amount of shares to be voted by Nominee name;
3. Following up with each bank and broker to confirm receipt of all proxy material and make certain that all material has been forwarded to beneficial holders in a timely manner;
4. Coordinating printing and delivery;
5. Providing timely tabulation reports to management and counsel outlining the progress of the vote;
6. Collecting all voted proxies and acting as official tabulator;
7. Notice and Access Model;
And more..