Proxy Tips

Proxy Season Preparedness

With proxy season upon us, we encourage you to review several important steps you should take to prepare.You’ll also find links to several “how to” product tutorials for quick and easy lessons on commonly used features.

  • Be sure to check your login and password on the portal at to ensure your access is still active or determine if you require a password reset.
  • Log onto to update your contact information and take advantage of the Notice and Access savings calculator, Proxy Timeline scheduling tool, postage calculator and review important alerts.
  • Not certain how to create this year’s proxy campaign? Navigating ICS-Online has never been easier thanks to our new video tutorials! We have several helpful videos, including a comprehensive end-to-end proxy campaign tutorial that will guide you with step by step instructions:
  • Utilize the Interactive Timeline* wizard to plan all of your deliverables.
  • Remember, you can view your voting results at your convenience 24 hours a day.
  • Create your notice and/or proxy card online**.
  • Review the Corporate Issuer Guidebook which will walk you through each step of the proxy process.
  • Take a moment to review the important information in the Material Delivery Guidelines. This document will provide you with everything you need to know about shipping your proxy materials to Broadridge.
  • Are you using the Notice and Access Model? Keep in mind, Broadridge requires Notice approval 40 calendar days plus 5 business days prior to your meeting. This will provide adequate time to print and mail your shareholder communication and meet the 40-day deadline.
  • Will you be using Broadridge interactive document conversion and electronic material hosting? Contact your Relationship Administrator for more information.

*Available to clients using Broadridge full service, including registered distribution.
**Proxy card creation only available to clients using Broadridge full service, including registered distribution.

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Looking Ahead to Proxy Season 2016
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