Broadridge has worked closely with the SEC to design and test the mailing notice forms. The standard format meets all of the SEC requirements and encourages the shareowner to choose electronic participation to view the materials and vote. Broadridge is uniquely positioned to reach beneficial, registered and employee shareowners. An optional second notice is also available; this notice offers customization to meet your requirements. Below are samples of the required first and optional second notices available through Broadridge for mailing to beneficial and registered shareowners.
The Mailing Notice
To view the Registered Notice Sample - click here
To view the Beneficial Notice Sample - click here
To view an Envelope Sample - click here
The Shareowner Page
The Notice and Access regulatory requirements state that all meeting material must be made available on the Internet at the time of the Notice mailing and be available for up to one year after the meeting date. The materials must be searchable and printable. Broadridge can host your documents with a standard or a customizable shareowner landing page portal at proxyvote.com. Proxyvote is designed to create a positive experience that allows your shareowners the opportunity to consent to electronic delivery and to view and vote their materials.
While visiting proxyvote.com a shareowner can:
- View annual meeting material
- Request hard copy annual meeting material
- Vote shares
- Elect to receive electronic versions of future annual material
7.31.2015 - Wall Street Journal
7.29.2015 - Employee Benefit Adviser
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This guidebook will walk you through each step of the proxy process.
Report on beneficial shareholder proxy distributions and retail voting for eight fiscal years.