Your annual meeting is an important way to share your company vision and accomplishments. It’s also a great opportunity to directly interact with your shareholders, answering their questions and obtaining their feedback and preferences about directors and company performance.

We’ve created this Proxy Guide to provide you with valuable insights and important information needed to distribute your proxy material to beneficial holders, supporting the successful planning and execution of your meeting. We’ve broken down the annual meeting process into five phases: Planning, Distribution, Voting and Tabulation Reporting, Meeting Day, and Billing. Following this resource guide will provide clear direction and guidance for planning your annual meeting.

At BetaNXT, we provide a unique perspective. We offer an end-to-end proxy solution to issuers for annual meetings, while also supporting brokers for beneficial holder distribution on the street side. We integrate investor communications across the investments ecosystem, providing a strong platform to support issuers, funds, and brokers, as well as their investors.

Clients are at the heart of everything we do, and we look forward to supporting your success.