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Broadridge stands ready to help you navigate what’s next. Our highest priorities are keeping our associates safe and ensuring our ability to serve our clients. Read more.

The right insights, right now

Access the latest news, analysis and trends impacting your business.

Financial Statement and MRFP Delivery Solution

Simplify regulatory reporting to your investors

Easily and efficiently handle consent mailings and gather investor preferences with Smart Disclosure, a data-driven solution that consolidates documents into individualized investor packages. Plus, meet the fulfillment requirements of National Instrument 81-106.

Give investors the information they want, the way they want it

Use Smart Disclosure for your Standing Instructions and Annual Consent mailings. Packages are assembled efficiently and accurately and customized to investor accounts.

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NI 81-106 and 54-101 Compliant
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Consent Collection
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Accurate Document Assembly
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Investor-Specific Documents
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Improved Investor Satisfaction
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Electronic Material Selection
How We Can Help

Distribute communications efficiently

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Personal financial documents and securityholder communications mailed last year.
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