REPORTS
Creating Comprehensive Custom Reports.
We pride ourselves on our responsiveness to our clients’ needs and requests throughout the year. We maintain accurate and efficient records that meet all SEC standards at all times.
The Annual Report
Automatically you will receive a complete annual report. You have the ability to customize this report and tailor it to best meet your firms needs. You may add or exclude information, receive the report more frequently throughout the year, and/or obtain the report for individual clients or companies at anytime.
Key information on the Annual Report:
- Company Name
- CUSIP
- Meeting Date
- Proposals and How They were Voted
- Reasoning Behind Each Vote Decision
- Client Name
- Client Account Number
- Number of Shares Voted
- Date Voted
- Confirmation of Vote
Meeting/Issue Notification
EC Proxy provides you with a weekly Meeting/Issue Notification Report. This service gives you the opportunity to demonstrate additional fiduciary responsibility as you review upcoming meetings.
Key information on the Weekly Meeting Issue Notification Report:
- Company Name
- CUSIP
- Meeting date
- Voice Cut Off Date
- Meeting Type
Additional Reports
EC Proxy understands that throughout the year your firm may need additional reporting, i.e. client requests, audits, etc. These reports are readily available to you at anytime.
Sample Reports
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