Our Services

Annual Meetings and Proxy Services

A dedicated representative will manage your project from start to finish, providing you with a timeline of events to follow. We provide printing and mailing services for your shareholder letters, financial reports and proxy documents to both registered and beneficial "street" holders.

As each shareholder meeting has its own unique challenges, it is important to team up with a proxy agent that has the necessary experience and knowledge to operate a successful shareholder meeting. 

Manhattan Transfer is able to provide you and your shareholders complete and professional support, while keeping you in regulatory compliance. Whether you are sending full-sets or the notice-only for your annual meeting, our dedicated account representative will guide you through the entire process including: meeting planning, broker search and distribution, Edgar Filing, document preparation, internet voting and more.

Manhattan Transfer provides:

Timeline Planning - We will provide you with a tailored timeline designed especially for your needs based on your record dates to simplify your daily activities.

Communication with Broadridge - We will request a Broker Search and Mailing Job, print the materials for beneficial owners, ship to Broadridge and retrieve their cast votes.

Delivery of Materials - We do printing and mailing materials to registered holders and mail materials you provide, or delivery to Broadridge Financial Services.

Web Hosting - A page created just for your company on our SEC compliant website allows Broadridge to enable electronic delivery and reduce your print costs.

Tabulation - Votes of registered shareholders will be combined with beneficial votes to generate your master vote report.

Vote Reports - Up to date vote reports available to download at any time.

Inspector of Elections - Appointment of an Inspector of Elections.

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