AGM season is just a few short months away, and like many organizations you’re likely already planning your meeting. After all, this is one of the most important events of the year for your company.
Did you know you can jump start the planning process by using the meeting management tools available in Issuer Online? This portal offers many convenient features that can save you time and effort. If you’re not taking full advantage of Issuer Online, read on to learn five ways you can get more from this sophisticated yet easy-to-use system.
1. Holder Search: Verify the Accuracy of Securityholder Information
You asked for this feature and we listened! With Holder Search, you can view a snapshot of securityholder accounts – review statements, pending and completed transactions, recent payments, and proxies, plus drill down into all details to ensure accuracy. All the data you need is accessible in one convenient place giving you greater control over investor information.
For example, if a securityholder calls you about not receiving their proxy materials, you can use Holder Search to check whether their mail has been suppressed due to several previously undeliverable mailings. You can then notify the securityholder that they will need to update their address information to ensure they receive future communications.
2. FileShare: Streamline File Transmission
Send and receive important documents without the hassle of encrypting emails with passwords or worrying that the file size is too large. FileShare provides an easy and secure way for you to share files with Computershare. Every time a file is uploaded, you’ll receive an email notification that a document is waiting for your review – no need to constantly check for information you’re expecting. You also have a record of files sent and received, all archived within the Issuer Online portal, for better tracking and easy retrieval.
3. Reporting: Access Standard or Custom Reports
Reporting is always a priority for staying on top of securityholder information. Issuer Online provides a wide range of reports including Top 20 Holders, Capital Breakdown, Geographic Breakdown, Holder Base, Movements Comparison and more.
You can also create custom reports to meet your specific needs. For instance, use the Geographic Breakdown report to identify where investors are located to ensure you are in compliance with local regulatory requirements and legislation.
4. Meeting Management: Simplify Administrative Tasks
This fully automated tool simplifies the administrative tasks associated with setting up and planning for a smooth and successful AGM or Special meeting. Once a meeting is scheduled, you’ll receive automatic reminders of upcoming key dates and tasks due.
The tool is also useful in preparing for your meeting – review your securityholder base and top holders, voted and non-voted registered and broker positions, and other details. This information will give you an idea of what to expect at the meeting and ensure a favourable outcome.
5. Proxy Watch: Monitor Vote Results in Real-time
Proxy Watch allows you to monitor the progress of proxy voting. You can see if directors have voted and follow voting trends, especially those for special resolutions to know if and when you need to take additional steps or engage external parties.
Find out if there are outside appointments to determine if any known shareholder activists will have a right to speak at the meeting. With Proxy Watch you can see vote results in real-time, understand what to expect, and know when to take counteractive actions.
Log in to your Issuer Online account to learn more about these innovative and time-saving features. If you have questions or want to schedule a demo, contact your relationship manager.
