Notice & Access
Document Conversion
Custom Web Sites
Data Conversion
Custom Products
100
This voting option is NOT listed on the Notice & Access card.
What is Vote by Phone?
100
PDF documents and requests for Document Conversion should be sent to this mailbox
What is BSG Document Conversion?
100
These are the four standard options available when visiting the Notice & Access portal.
What are Material Links, Fulfillment, Voting and E-Delivery?
100
This needs to get sent by 3:00 PM
What is a rush request?
100
Issuers use this service for shareholders to verify their vote has been counted.
What is End to End vote confirmation?
200
This is the standard time frame for the material cut-off date?
What is 14 days prior to the meeting date?
200
The two primary features that differentiate Premier from Standard Conversion.
What are Company Colors and Company Logo (Company Branding)
200
There this many types of fulfillment available on the Notice & Access portal.
What is 4?
200
When a new file is received, this type of request needs to be sent.
What is a Replacement Request.
200
Issuers use this service to allow shareholders to obtain an admission ticket for the meeting.
What is Shareholder Meeting Registration (SMR)?
300
This is the size of the paper that a Notice card is mailed on.
What is 8.5" x 5.5"?
300
This is the standard turnaround time for a client to receive a demo of their converted document.
What is 2 Business Days?
300
This platform is used to make changes to www.proxyvote.com.
What is Proxy Workbench?
300
When the Broadridge 560 layout option is chosen on the request, this field gets pulled along with N&A consents, LOST, & House Holding
What is the Telephone field?
300
This service makes it easier for shareholders to vote via their smart phone.
What is a QR barcode?
400
These two dates are required to be listed on page one of the notice.
What is the Record Date and the Meeting Date?
400
Name at least 2 requirements a PDF must have in order for Document Conversion to take place.
What are Print-Ready, Searchable, Same size pages, size must be 8.5 X 11 Letter/A4 Portrait?
400
These two items are required to create a custom site; name one.
What is an Agenada Number or Control Number?
400
Why will these 2 cusips result in a failed load: 583631AE1 583631AE9
What is because they both contain the same first 8 characters?
400
This service allows shareholders to submit questions prior to the meeting.
What is a Shareholder Forum?
500
This is added to page four of a SECOND Notice (reminder) mailing.
What is Appointees language?
500
If a client does not provide their document early enough for the conversion to be completed through the normal turn-around times, what are their options?
What is temporarily host the standard PDF and swap in the converted document once approved or by paying rush fees.
500
This item from a Registered voting site does NOT appear on the Benefical voting site.
What is Appointees language?
500
If e-mails are to be pulled from the match file, this box on the request form must be checked.
What is E-Mail Match processing?
500
This screen in proxy plus is used to flag for custom products.
What is the 21/3 screen?
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