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The 2025 Shareholder Meeting Guide
Access our Proxy Guide for insights and information to support you in the successful planning and execution of your annual meeting, while also supporting beneficial holders on the street side.
The 2025 Shareholder Meeting Guide
Access our Proxy Guide for insights and information to support you in the successful planning and execution of your annual meeting, while also supporting beneficial holders on the street side.
The 2025 Shareholder Meeting Guide
Access our Proxy Guide for insights and information to support you in the successful planning and execution of your annual meeting, while also supporting beneficial holders on the street side.
Glossary of Terms
Financial terminology can be challenging to keep straight, especially in regard to proxy season. Use this glossary to brush up on your investor communications vocabulary, or bookmark it for reference when you come across an unfamiliar term.
All Terms
NOBO Request Form
Complete this form and send it to documents@betanxt.com. Upon receipt of the signed and authorized request, we will make the list available through our secure web portal.
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The 2026 Shareholder Meeting Guide
Insights and information to support you in the successful planning and execution of your annual meeting, while supporting beneficial holders on the street side.
DownloadNOBO Request Form
Complete this form and send it to documents@betanxt.com. Upon receipt of the signed and authorized request, we will make the list available through our secure web portal.
Download
Delivery Guidelines
The procedures and requirements for using a third party to receive and handle deliveries on behalf of the intended recipient, ensuring proper documentation, identification, and authorization.
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Sample Invoices
Illustrates billing details, such as itemized charges, taxes, and total amounts due, in a professional format for invoicing purposes.
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Legal Proxy
Give to your shareholders so they may attend this meeting and vote their shares in person. It is important to bring this document to the meeting with a valid identification and a copy of a recent statement.
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Proxy Campaign Set-Up Form
Simply download, complete, and email this form to documents@betanxt.com and we’ll take it from there.
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Universal Proxy VIF Example
Similar to a proxy card, but it lacks the language appointing the proxies. A VIF is typically used by brokers and proxy agents to determine how the underlying holders want to vote.
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Fee Schedule
For member organizations distributing proxy and other issuer-related materials to beneficial owners, specifying maximum reimbursement rates for various services.
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