|
|
|
|
|
|
Issuer Guidebook
The 2008 Corporate Issuer Services Guide is where you will find information about how you can best utilize the products and services Broadridge offers. Broadridge has a variety of solutions that can help you through your annual meeting and any other shareholder communication process. There are new sections in this year's package that will help make the role of managing your proxy and investor communications as simple and efficient as possible.
Ics.adp.com is now http://myservice.broadridge.com.
| Welcome |
|
This guidebook is intended to walk you through each stage of the proxy process. Please take a moment to review the information. We look forward to serving you for your investor communication needs throughout the year. For more information please visit http://myservice.broadridge.com.
|
| Quick Reference Checklist |
|
This checklist will walk you through the proxy process step by step.
|
| Planning Process |
|
Topics Covered:
- Traditional Proxy Model
- Notice & Access Model
- Traditional Model Sample Timeline
- Notice and Access Sample Timeline
- Large Accelerated Filer
- Broker Search Date Notification and Material Request
- Record Date Notification and Confirmation
- Estimated Postage Invoice
|
| Distribution Process |
|
Topics Covered:
- Process
- Postage Options
- Mail Suppressions
- Voting Instruments
|
| Voting Process |
|
Topics Covered:
- Voting Options
- Vote Reports
- Discretionary (Routine) vs. Non-Discretionary (Non-Routine) Proposals
- Proportional Voting
|
| Invoicing |
|
Topics Covered:
- Processing Invoice
- Vote Return Invoice
- Paying Your Invoice and W-9 Tear Out Form
|
| Additional Services |
|
Topics Covered:
- Sharelink® Registered Shareholder Distribution
- Open Enrollment Website
- Document Conversion
- Web Hosting
- Tabulation Services (Registered Clients only)
- Inspector of Elections (Registered Clients only)
- Warehousing and Inventory Management (Notice & Access Model only)
- Streetlink® Shareholder Communication Mailings
- Follow up (Reminder) Mailings
- NOBO List Requests
|
| NOBO Request Form |
|
| 2007 Issuer Satisfaction Survey Results |
|
| 2007 Proxy Season Statistics |
|
| Frequently Asked Questions |
|
| Reference |
|
Topics Covered:
- Broadridge Fee Schedule
- Broadridge Hours and Delivery Guidelines
- Sample Legal Proxy
|
| Glossary |
|
|
|
|
