Broadridge provides companies with the strategic approach they need to effectively reach both registered and beneficial shareowners. We uniquely have the capabilities to cover all of the details of your proxy distribution - from initial planning through proxy mailing to vote tabulation and reporting of your annual meeting — while you focus on increasing investor confidence and reducing your bottom line.

Simplify your experience by letting Broadridge manage your proxy process. One point of contact advises you from start to finish.

Move your communications quickly and get them into the hands of shareowners efficiently and accurately. Our complete distribution/mailing services include duplicate proxy card detection, and high speed insertion technology.

Reduce processing and mailing expenses by combining ballots that are mailed to a common address into one envelope, or by merging several accounts onto one document to one address.

Save money with Broadridge’s electronic delivery technology. Broadridge can gather and maintain your shareowner consents for both householding and electronic delivery.

As the largest processor of beneficial proxies for publicly traded companies in the U.S., Broadridge process over 2 billion in investor communications annually – more than 80% of all outstanding shares voted in the United States

For those issuers utilizing Broadridge for both the registered and the beneficial shareholders for their proxy mailings, we provide complete vote tabulation and reporting services. Using Broadridge as your tabulator will ensure that you have fully reconciled and audited vote reports delivered on time, on a daily basis, covering the registered, beneficial and employee shareholder segments.

Our services include:

• Transfer Agent Services. Broadridge offers a simplified approach to shareholder management, more flexibility based on your unique needs, and more insight into your shareholder base.
• Shareholder Communications. Proxy, annual report, and corporate actions and solutions help you communicate effectively with shareholders and efficiently manage the complexities of corporate governance.
• Shareholder Data Services. To gain a complete, actionable view of shareholder ownership, voting behavior and results at critical milestones throughout the proxy campaign, Broadridge now offers Shareholder Data Services, a comprehensive reporting package. It uniquely provides a multi-dimensional view of data to deliver an “early warning” detection of potential issues during the campaign; a vote projection analysis based on ownership and voting trends; and historical voting results, including benchmarking data.
• Annual Meeting Services. We provide the resources to help you manage the entire annual meeting process — from planning and distribution to vote tabulation and reporting—across all shareholders Virtual, in-person, and hybrid meeting options engage shareholders and offer a full range of voting methods.
• A Seamless Proxy Process. Our Registered and Beneficial Shareholder Proxy Solutions remove the burden from you to coordinate multiple vendors. There are no budget surprises and we help you save time and cut costs by consolidating all steps of the process—from planning and distribution to vote tabulation and reporting—across all shareholders.

DFIN provides an unrivaled, networked print platform, delivering world-class service across the globe with distribution capabilities to match. We are also committed to meeting your proxy statement needs, including color printing, separate covers and the utilization of special paper stock, in a timely, accurate and efficient manner.

We assemble financial reports, deliver consultative and expedited document management services, and handle the logistics for hard copy and electronic content that must be delivered to stakeholders. We can meet all your shareholder communication needs in a timely, accurate and efficient manner. As part of our process, each client is assigned an experienced account manager who serves as the “go-to” for all questions and concerns and ensures there are no surprises when it comes to document specifications, costs or deadlines.

Sustainability Initiatives
DFIN does our part to reduce, reuse and recycle. Our FSC- (Forest Stewardship Council-) certified plants help companies easily execute eco-friendly plans without having to trade cost effectiveness for being environmentally friendly.

Custom-branded electronic voting and document-hosting sites enhance your shareholder communications:

• Branded sites reflect an issuer’s image and corporate profile and complement the stylized proxy
• Custom-hosting sites are SEC-compliant, touch/tablet enabled, and designed to auto-fit wide screens and link to social media and voting sites. These sites include interactive components, such as visual image sliders, tabbed panels, reminder/info fly-outs, embedded video, and Google maps
• Interactive documents have enhanced functionality for easy navigation, full-search capabilities and access on all devices for download, email and print
• Telephone voting services include a dedicated 1-800 number with a customized greeting

Real-time, online reporting provides up-to-the-minute updates and an evaluation of voting results:

• Master tabulator services included
• The Meeting Information Center, which is our fully-integrated voting platform, immediately consolidates Internet, telephone and paper votes into a single database, including outside feeds from proxy solicitors
• Capability to log in to the online tabulation tool or receive scheduled reports via email
• Online system reflects both voted and un-voted results
• Proxy tabulation services require the use of the DFIN-style proxy card.