Ensuring timely delivery and accurate results from your shareholder communication…
We manage time sensitive personalised shareholder communication in both the traditional paper output and electronically.
Prisma understands the challenges faced when organising and collating results for voluminous shareholder mailings and proxy voting exercises. We currently manage AGMs, EGMs and general shareholder correspondence for many funds with varying amounts of shareholders, from 3 shareholders to 30,000.
Prisma adheres to strict quality controls, producing the mailings in a PFS environment, ensuring they are performed accurately, securely and on time, every time. We control the process every step of the way, from creation of the original scope and timetable through to status updates and finally delivery of proof of postage.
Using a secure electronic system we can also offer clients on line proxy voting via a secure portal:
- Initial Opt-in process
- Notification
- Access to document(s)
- Voting possibility
- Reporting
- Exceptions
- Legal and secure electronic archiving
- Advanced search possibilities
- Access to documents 24/7
- Secure login process
- Traceability of access to documents
- Printing and dispatching of documents on demand
- Compliance with current legislation
Furthermore, Prisma can monitor the mail returns for each shareholder mailing and report back to the client with all relevant information in order to maintain the internal databases. If you require further information or assistance for your proxy voting requirements, please contact us at prisma@prisma.lu