Accurate calculations and verification.
The final stage of our Proxy Management program involves collecting voted proxies, daily reports to the client with updated vote tallies and an Alliance representative at the shareholder meeting to certify the vote. As an advocate for the client, Alliance will also review all invoices from the proxy intermediaries to confirm accuracy prior to payment. For those clients that elected to implement Notice & Access, we will provide for the retention of proxy materials for a period of one year per the SEC regulations in the event of a shareholder request.
Meeting and Post-Meeting Stage:
- Vote Tabulation
- Inspector of Elections
- Invoice Verification and Processing
- Storage and Fulfillment