MEETINGS & PROXIES
HOW CLEARTRUST FITS INTO YOUR NEXT MEETING
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.
Printing and mailing of materials
Let ClearTrust handle all the printing and mailing for registered shareholders
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