The success of shareholder meetings depends on a smooth completion of various tasks and a high level of proxy participation among shareholders. Legacy Stock Transfer provides annual meeting and proxy services to bring confidence to our clients and their shareholders.
We ensure that communications are sent, and everyone is informed of the details and instructions for voting of their shares. We also take care of the analytics, reporting, and monitoring of returns. By working closely with your designated account managers, our team will provide full support before, during, and after your shareholder meetings.
As your dedicated proxy agent, we’ll guide you through the entire process of holding annual meetings. Our annual meeting and proxy services include the following:
Holding an annual meeting in-person or virtually? Our team can assist you. We draw on our industry expertise and knowledge in making sure your meetings go smoothly, your business objectives are achieved, and shareholders are engaged and satisfied.
As a full-service proxy solicitation provider, we offer full guidance and support to public and private issuers with customized proxy solutions, including building tailored a proxy mailing system to drive favorable outcomes from shareholders.
Shareholder meetings are critical events to engage investors and discuss opportunities for new investments. As crucial as it is, each shareholder meeting poses unique challenges and rules and regulations to comply with.
This is why it’s important to team up with a professional proxy agent who knows how to handle and operate a successful shareholder meeting. Legacy Stock Transfer is trusted in this field as we are able to provide your shareholders with the tools, technology, and support they need. Here are a few more reasons to rely on our professional proxy services:
Stay Compliant
Our transfer agents are subject matter experts who are knowledgeable in public and private companies stock transfers. So you can be confident that your meetings are held in a seamless manner, and meet regulatory and exchange requirements.
Expert Guidance
Being in this industry for almost three decades allows us to provide valuable insights for your company. We also maintain deep relationships with leading investors as well as your shareholders that give us a better understanding of your business.
Growing Your Business
We serve as your strategic advisor. We will equip you with practical knowledge to help you avoid difficulties, capitalize on opportunities, and address complex issues – all are necessary to ensure successful outcomes for your annual and special meetings.