MEETINGS & PROXIES


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HOW CLEARTRUST FITS INTO YOUR NEXT MEETING

 

PLANNING

  • Questionnaire

    • Filling out our details questionnaire gives us a better idea of your vision, budget and plan for the meeting and where we are best able to assist you along the way.

  • Assistance with vendor arrangements

    • Cleartrust will work with its resources to…

  • Interface with DTC, brokers and other intermediaries

    • Cleartrust works with DTC to initiate the broker search so that your “street” shareholders will receive materials through their individual brokers for the upcoming meeting.

 

distributING

  • Printing and mailing of materials

  • 12-month web hosting

    • ClearTrust will give your shareholders a landing page to hold information about the meeting and a portal for convenient online voting.

 

votING and reporting

  • Online, mail and phone tabulations of Proxies

    • ClearTrust will compile and record incoming proxies from all mediums

  • Online voting results

  • Shareholder list and reports for meeting

  • Tabulator and inspector at meeting


CONTACT US TO DISCUSS HOW CLEARTRUST

CAN ASSIST IN YOUR NEXT ANNUAL OR SPECIAL MEETING