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.

Let us make your next meeting easier and more cost-effective. Services include:

  • 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
  • Validation and processing of broker bills, post meeting