Proxy Processing - Canada

Smart Proxy – Clear, concise vote processing

Consolidated proxies reduce costs and waste

Paper waste and postage expenses can be dramatically reduced when securityholder proxy materials can be reduced and consolidated into a single package. That is what happens when mutual fund and corporate issuers use Broadridge’s Smart Proxy Service.

The Smart Proxy service is comprised of the following components:

  • Broadridge’s proprietary “Smart Proxy” software and processing platform
  • Variable-print technology to consolidate multiple funds or CUSIPs and the related resolutions, onto one Form of Proxy or voting instruction form
  • Documents personalized to each investor’s holdings
  • 100% recyclable and/or biodegradable packaging material
  • Delivery to Canada Post Corporation
  • Dedicated Project Manager and IT/operations personnel
  • Secure data centre and production facility
  • Option to consolidate proxies at the account or investor level

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