Your shareholder meeting is a highly visible milestone in your annual corporate governance cycle, and you need it to go precisely as planned, no matter if you conduct an in-person, virtual or hybrid meeting.

Get the advantage of deep AGM experience and the latest tech

Each year, Computershare helps around 7,000 clients worldwide conduct successful shareholder meetings of all kinds — annual and special meetings alike. Increasingly, we help clients transition from traditional, in-person meetings to virtual meetings, or a hybrid of the two, so more of your shareholders can participate. In 2022 alone, we conducted over 2,500 virtual meetings for clients.

Support before, during and after

From deciding on a meeting format, to recommendations for providing clear instructions to shareholders, to at-meeting support to post-meeting analytics — and everything in between — you'll have an expert team to help.

 

Virtual shareholder meetings

Hosting a virtual annual meeting or incorporating a virtual component doesn’t have to be complicated. With Computershare you can rely on market leading technology and rigorous security and risk protocols from a partner with deep AGM experience to make the process seamless. Count on Computershare to help you host a secure, accessible and reliable virtual meeting that meets all regulatory and compliance requirements and delights your shareholders.

Learn More
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    Meeting and Proxy Planning eGuide

    A complete tool box to plan all the critical details for meetings and mailings.

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    Proxy Meeting Calculator

    Get a timeline with key milestones based on your meeting date.

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    Meeting Management & Voting Services

    Easily manage your meeting and voting sessions.

Meeting planning tools at your fingertips

Never miss an important date or filing. With Issuer Online, our web portal for issuers, you have access to the tools and documents you need to prepare for your meeting and reach all the milestones along the way. Log in to your Issuer Online account to use the Meeting Management tool, a comprehensive and interactive meeting planner application

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One partner with you for your year-round corporate governance lifecycle

At every step, we're here to help.

 

Investor engagement

  • Identify shareholders and proxy advisors to target
  • Research prior institutional investor voting
  • Identify internal engagement team and external partner

Consider feedback
and reactions

  • Provide engagement feedback to board
  • Consider potential changes reflecting significant board responsiveness
  • Determine high level proxy topics
  • Begin strategizing for your annual meeting, determine format—virtual, in-person or hybrid

Implement and disclose

  • Implement changes
  • Continue drafting proxy and management information circular, focusing on governance/compensation story
  • Engage your annual meeting and financial print and mail partner, include meeting information in proxy

Investor outreach
and AGM prep

  • Share disclosure with investors and advisory firms if applicable, offer follow-up conversation
  • Share proxy and drafts with board
  • Prepare financial print materials ahead of mail date
  • File your proxy using SEDAR filing services
  • Conduct broker search and distribution

AGM

  • Review shareholders as of Record Date
  • Initiate institutional investor outreach armed with insight and vote predictions
  • Communicate with shareholders
  • Use your transfer agent as your AGM partner and meeting scrutineer
  • Host your annual meeting and create positive shareholder experiences

Post-meeting and
ESG analysis

  • Review meeting outcomes with your transfer agent to capture insights for next year's planning
  • Identify areas of concern to address in investor engagement
  • Consider future ESG reporting requirements and disclosures

Computershare has the expertise to help you conquer any AGM challenge

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7500annual meetings managed each year globally
1500virtual/hybrid meetings
 

Let's Talk

Contact us to learn more about how we can help with your shareholder meetings.

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