SHAREHOLDER MEETINGS & PROXY TABULATION
VIRTUAL. TRADITIONAL. HYBRID.
Why ClearTrust?
ClearTrust takes the stress out of shareholder meetings through our results-oriented and comprehensive project management. At one annual shareholder meeting of a NYSE-listed company, the recently appointed CFO stood up to address the audience. He commented that this was the easiest, smoothest meeting he had been a part of in his career, thanks to the coordination and services provided by ClearTrust.
We can help you with your shareholder meeting even if we are not your transfer agent.
Let us make your next meeting easier and more cost-effective.
Cost Effective
A fraction of the cost of our competitors.
Customized
Meeting experience is branded and scaled to suit your needs.
Stress-Free
We handle everything. No stress for you and your shareholders.
Safe
Virtual and hybrid meeting options are available.
What Issuers Are Saying
"A huge weight was lifted from our shoulders with your service. From the practice session to the actual meeting, our shareholders loved it."
“Our bank was able to avoid re-noticing our shareholders because of your quick response."
“The tech and customer support during the meeting was outstanding. We are going to use this service for future meetings.”
Project Specialist
Dedicated oversight of entire project.
A-Z Services
Print, mail, voting, virtual meetings.
Shareholder Support Line
Specialized to help older demographic
Easy Meeting Experience
No stress; simply dial in and speak
Certified Reports
Complete results delivered promptly.
KEY SERVICES OFFERED
- Virtual meeting
- Cost-Benefit analysis of Notice Only, Full Set, and Hybrid strategies
- Establishment of SEC-compliant timeline
- Broker search services
- Proxy card and meeting material design
- Printing, mailing, and distribution of meeting materials to registered investors, banks and brokers.
- Web-hosting of documents on SEC-compliant web page for 12 months
- Tabulation of registered votes via internet, mail, fax, and phone
- Tabulation of street votes
- Interface with Broadridge and other intermediaries
- Daily voting reports to CFO and key personnel
- Proxy solicitation
- Material storage and fulfillment
- Inspector of Elections at meeting
- Drafting of meeting scripts
- Assistance with venue selection
- Live attendance at meeting
More about Virtual and Hybrid Meetings:
Your shareholders can enjoy the comfort and security of communicating with your executive and management team from the safety of their home. Our meeting facilitators are trained and experienced professionals who have worked with an older demographic and can provide that extra customer support that is sometimes needed. We look forward to providing a customized package and quote to meet your needs.