Table of Contents
1
40
2018 Annual Proxy Guide
Table of Contents
2
Introductions
3
About Mediant
4
The Proxy Planning Process
5
Phase 1: Planning
6
Phase 2: Distribution
12
Phase 3: Voting and Tabulation Reporting
15
Phase 4: Billing
16
Mediant Solutions
19
Issuer Solutions
20
Mutual Fund Proxy Solutions
21
MIC Platform
22
Client Testimonials
23
Glossary of Terms
24
Appendix
30
Appendix A: NOBO Request Form
31
Appendix B: Delivery Guidelines
33
Appendix C: Mediant Fee Schedule
34
Appendix D: Mediant Sample Invoice
36
Appendix E: Legal Proxy
38
Appendix F: Proxy Campaign Set Up Form
38
Appendix G: Contact Information
40
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