Proxy Mailing and Tabulation
Simplify the Proxy Process
Broadridge is a leading full service shareholder communications partner that enables mutual funds and insurance companies to effectively reach their growing base of constituents. We have been serving the proxy needs of mutual fund companies and annuities for nearly 20 years. You benefit from a management team providing over 200 years of industry experience and coordinating countless successful campaigns. Broadridge can manage the entire proxy process for both registered and beneficial shareholders, offering you the utmost in convenience and efficiency.
Proxy Mailing Services
Broadridge distributes material throughout the year for virtually every mutual fund, affording us the knowledge of the best document configuration and distribution methodologies.
- Broadridge distributes prospectuses, annual reports, semi-annual reports and related materials to investors.
- Our advanced production and distribution resources are unmatched. Broadridge is capable of mailing upwards of 5 million pieces each day. The benefits of outsourcing to us include shipping cost elimination, guaranteed quantities, compressed scheduling, and a single point of contact.
- Reduce printing and postage expenses by combining pieces mailed to an individual shareholder into one envelope, or by merging several individual accounts into one document for a single shareholder.
- Reduce shipping costs by printing and distributing material from one location.
- Through our extensive infrastructure, processing power and ISP relationships, Broadridge can handle all of your electronic delivery needs. We currently mail over one million emails per day for not only proxy, but all investor communications. Electronic delivery saves you postage and printing costs and increases the speed at which your shareholders respond.
- Utilizing our EzVotesm product, shareholders can receive one card representing multiple positions in a single envelope. This enables shareholders to vote all of their positions with one control number or ballot.
Proxy Tabulation Services
Broadridge is a full service mutual fund proxy tabulator, specializing in tabulation, solicitation, and project management for shareowner and stockholder meetings while providing expertise in all facets of investor communications.
We specialize in large, complicated, multi-fund proxies. Our experiences enable us to extend to you a wealth of knowledge that will help you navigate even the most complex proxy scenario.
Reach Quorum Quickly and Efficiently
Broadridge's centralized approach, complete proxy process management and variety of voting options can help mutual funds and insurance companies reach quorum quickly and efficiently. In addition to being the proxy agent for 800 brokers, banks and other nominees, Broadridge has been the premier proxy service provider for mutual fund and insurance companies for nearly 20 years.
Broadridge handles all the details for your registered and street name shareowners and has the resources to meet the most demanding deadlines:
- A detailed timeline helps ensure the entire process runs smoothly
- Our experience helps you to anticipate your campaign’s outcome before the first piece even mails
- Complete ballot design, printing and mailing
- Electronic delivery
- Expert vote tabulation helps to ensure all your votes are counted in time for your shareowner's meeting
- Report results are available online
Voting Flexibility Helps Speed the Process -- and Reduce Costs
With Broadridge, you can give shareowners the option to vote how they prefer -- with traditional paper ballots, via an automated touch tone system, via a live operator or over the Internet. Votes cast electronically or over the telephone are received quickly, economically and help you reach quorum.
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