The success of a shareholder meeting depends on the smooth completion of many tasks and a high level of proxy participation. Legacy Stock Transfer provides annual meeting and proxy services that give our clients and their shareholders confidence in the outcome.
We make sure communications go out and that everyone is informed of the details and the instructions for voting their shares. We handle the analytics, reporting, and monitoring of returns, and work closely with your account managers before, during, and after the meeting.
What Our Annual Meeting and Proxy Services Include
As your dedicated proxy agent, we guide you through the entire process of holding an annual meeting:
- Meeting planning
- Broker search and distribution
- Broker integration
- EDGAR filing
- Document preparation
- Printing and mailing
- Notice delivery
- Web hosting
- Hard copy fulfillment
- Internet voting
- Tabulation
- Voting reports
- Inspector of elections
- Proxy solicitation services
Annual Meeting Services
Holding an annual meeting in person or virtually? Our team can assist. We draw on industry expertise to make sure your meeting runs smoothly, your business objectives are met, and your shareholders stay engaged.
As a full-service proxy solicitation provider, we offer guidance and support to public and private issuers, including a tailored proxy mailing system built to drive favorable outcomes.
Why Choose Our Proxy Services
Shareholder meetings are critical events for engaging investors and discussing new opportunities. Each one brings its own challenges and its own rules to comply with, which is why it matters to work with a proxy agent who knows how to run one.
Stay compliant. Our transfer agents are specialists in public and private company stock transfers, so your meetings meet regulatory and exchange requirements.
Expert guidance. Nearly three decades in this industry lets us bring useful insight to your company, and our relationships with investors and shareholders give us a better understanding of your business.
Growing your business. We act as a strategic advisor, equipping you with the practical knowledge to avoid difficulties and address complex issues, which is what produces successful outcomes at annual and special meetings.
Talk to Our Proxy Team
Find out how our shareholder meeting experts and proxy agents can help you and your shareholders.
Contact us