2018 Annual Proxy Guide

©2018 Mediant Communications Inc. Proprietary & Confidential Information. All Rights Reserved. 21 Mutual Fund Proxy Solutions UNMATCHED PROXY MANAGEMENT Our dedicated team specializes in mutual fund, variable annuity, and alternative investment proxy services. We expertly manage all aspects of your event from developing a comprehensive timeline customized to your needs to meeting date reporting and beyond. Mediant’s consultative approach ensures you achieve your event goals, and delivers meticulous project management services, including:  Broker search distribution  File and data management  Online, real-time meeting reporting  E-delivery services  Client-branded document hosting  Customizable solicitation campaigns  Tabulation certification and inspector of election services MEETING SUPPORT Your dedicated relationship manager is available throughout your proxy meeting for any questions, reporting, or voting issues that may arise.  On-site meeting support—inspector of elections and registration  Master and Fund-specific tabulation results  Quorum monitoring  Final tabulation reports and filing SOLICITATION / CALL CENTER An in-house dedicated call center will customize a solicitation campaign for each proxy as necessary.  In-bound and out-bound—agents available to handle both  Solicitation and proxy event questions  On-demand NOBO and voted/ unvoted reports  Solicitation data analysis available to condense calling lists and provide savings PRINT AND MAIL MANAGEMENT The Mediant end-to-end solution includes a scalable print network that uses intelligent technology to control and minimize print needs. Print and mail services include:  Piece-level mail tracking  Householding and bundling options  Customized proxy card TABULATION SERVICES Our integrated tabulation service gives real-time voting results from multiple sources, including registered and beneficial holders as well as solicitor votes.  Digital voting services (internet and telephone)  Votes accepted from all industry sources  Automated overvote tracking