Document Design, Composition & Web-Optimization Services
Badly designed forms lead to added follow-up actions and rework… errors… and agitated phone calls from the ‘confused’: Please note that the more “choices” shareholder are being offered, the more important it is to make them crystal clear.
Whether one is drafting Annual Meeting materials – or, even more critically – gearing up for a merger, acquisition, tender offer, small-shareholder buyback program or some other kind of “reorg job” – the content, design and overall understandability of the documents you deliver to shareholders is a truly critical element. Easily understandable documents – and especially the forms that shareholder need to fill out and return will make the job go quickly - and smoothly.
Transactions that involve employee-plan holders tend to be particularly tricky – since often, multiple plan agents or trustees will be involved – and, very often, the share amounts will change between the mailing and effective dates: So a seemingly little thing - like asking plan holders to indicate a share-amount in a tender offer rather than a percentage of-holdings amount can lead to big processing issues. Being able to consolidate the holdings of multiple plans – and including the registered shareholder positions as well – can lead to big savings in paper, postage and processing costs… if handled correctly…but can lead to processing snarls and ringing phones, and angry holders if the document design and delivery process has not been meticulously thought-through – and meticulously processed.
Listings: Document Design, Composition & Web-Optimization Services
Ron Schneider
Director, Corporate Governance Services
Let DFIN transform your proxy from a traditional, SEC compliance document into a more visually inviting, compelling communications showpiece that effectively tells your story to your investors. We work with you to identify a style and format that matches your company’s unique corporate culture and proxy-related objectives. Financial writers and editors expertly craft narrative from scratch or work with you to edit your existing prose, enhancing readability and satisfying compliance obligations. This is an excellent way to ensure that your proxy statement clearly communicates your unique corporate culture, objectives, and goals to the investment community. Our state-of-the-art hosting platform is mobile ready and SEC-compliant—unlike many IR sites, our hosted sites have no cookie tracking. We help you simplify communications with investors and tell a better story via images, text, video and graphics.
We Get Things Done
We’re a valuable resource to have in your corner. As independent tabulators we’ve been part of the shareholder services community for close to 40 years. Our principal focus is on employee plans, not only on regular pass-through voting but on the processes associated with non-routine situations such as proxy contests, tender offers and other corporate actions.
You’ll find that we have a blue-chip reputation, that we’re flexible and responsive, and that our practices are set to the highest standards.
We work hand in glove with plan trustees, administrators, record keepers, transfer agents and proxy solicitors. We’ve been through the mill. We understand the detail of the process and we’re quick off the mark. We help in planning. Our procedures have withstood challenges over time and meet the highest standards of corporate governance. Ours is a flexible, tailored to your situation service that includes whatever you need in document development and printing and mailing, also a state of the art system for Internet and telephone collection of voting instructions, together with online, real-time tabulations and reports.
Interactive Documents
EZOnlineDocuments, LLC is the industry-leading online document service provider. A trusted and reliable source since 1998, EZOnlineDocuments provides clients with feature-rich, online documents. Unique features include: never-hidden navigation that keeps menus on the screen at all times on all platforms, tile-based navigation for tablet and mobile users, branding to reflect company image, powerful tab-based menu navigation and the ability to reach all customers on any platform – from desktops to laptops to iPads, tablets and other mobile devices.
EZOnlineDocuments provides online documents that work on any server and can be used with your current service provider or via a direct relationship. Add support for your iPad, tablet and mobile users easily without any hassles, guaranteed or hosting is on us!
Get the Optimizer!
Subscribe to the Optimizer quarterly newsletter and bonus annual magazine - packed with investment insight, interviews with industry leaders, and much more!
The OPTIMIZER comes with the promise of "some free consulting on any shareholder relations or shareholder servicing matter to ever cross your desk.
