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Consent Collection and Preference Management

Communicate with investors they way they prefer

Improve investor participation by managing your investor consents and preferences. To find out which materials your investors want to receive—and how they prefer to receive them —customize the Voting Instruction Form or Notice by adding a consent question.

Maximize mailing eliminations and increase cost savings

We gather consent for both consolidation and e-delivery to optimize mailing eliminations, save money and help determine investor eligibility. Then, we send notifications to all who qualify.

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Consent Collection
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Consent Management
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Preference Management
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Securityholder Identification
How We Can Help

Solutions and experience you can trust

Securities processed annually on behalf of Canadian issuers.
Savings delivered annually to Canadian issuers.
Of investor mailings (as a % of records) eliminated in one year.
Based on Broadridge 2016 Canadian Proxy Season Statistics.
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