Meeting/Post-Meeting Stage

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 can also review all invoices from the proxy intermediaries to confirm accuracy prior to payment. For those clients that elect to implement Notice & Access, we will retain 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
  • Storage and Fulfillment
  • Return Mail Monitoring and Activity Reporting

Alliance Advisors also offers Virtual Meeting services, where we will provide day-of meeting live access for all record date shareholders to attend, vote and submit questions online. Our program is customized to fit all of your meeting and shareholder needs.

Virtual Meeting Services Include:

  • Secure Shareholder Identity Verification
  • Customized Voting Platforms
  • Beneficial and Registered Holder Day-of Meeting Secure Voting Capabilities
  • Shareholder Q&A Features
  • Meeting Presentation Materials and Branding
  • Meeting Playback File for your Company Website

Other Related Services

About Us

Changing the Shareholder Communication Conversation

Alliance Advisors is a multi-faceted proxy solicitation and advisory firm that understands success lies in evolving with our clients and their needs.

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