This type of Virtual Shareholder Meeting allows shareholders to attend in person and via the internet
What is a Hybrid VSM?
100
This custom site is where a shareholder can enroll for electronic delivery (non-TA Clients).
What is an Open Enrollment site?
100
How many director vote locations are there on a standard proxy card?
What is one?
100
This daily report, sent by CPS ED contains information on various tabs.
What is the Daily Electronic Delivery report?
200
Under the new process, how should requests for additional media or unvoted-voted requests be submitted?
What is a new request form should be sent with an attestation letter and have additional media in the intended use and the type of request (unvoted/voted) in the format field.
200
This is needed in order for a Shareholder to ask questions during the VSM.
What is a Control Number?
200
Mandating Email requests should be sent to what distribution?
What is CPS Operations?
200
This is the standard turnaround time for the first draft of a proxy card.
What is 24 hours?
200
What should be saved in this location?
F Drive: Internet Uploads/CorpWebhosting
What are PDF documents for Web Hosting?
300
This is an electronic transmission of shareholder information sent through the mainframe to a solicitor.
What is a Quickvote?
300
This is the only way shareholders can vote during a virtual meeting.
What is througn the Virtual Shareholder Meeting website?
300
Client XYZ is an open enrollment client. They want to enroll their employees for e-delivery by providing BR with their employee email file. The CS rep will ask CPS Operations to perform this task.
What is the Mandating Email process?
300
These are the three methods available to vote that are listed on a proxy card.
What are Internet, Phone and Mail?
300
This type of request requires a job number, company name, material labels and saved PDF file name.
What is a request to host a document?
400
This is a document that must be notarized, signed, and submitted along with a NOBO request in order for the NOBO request to be processed.
What is an attestation letter?
400
A replay of the Virtual Shareholder Meeting is avilable for this amount of time.
What is one calendar year?
400
The turn around time for Mandating Email requests.
What is 8 business days?
400
This is the piece count limit for a standard BRE.
What is 10,000 pieces?
400
This form is needed to request a Benefical Custom E-mail.
What is a Beneficial Custom E-mail Checklist?
500
Additional reports from the NOBO Request Form, such as a Share Range Report can be obtained from where?
What is the reports must be run from Proxy Plus by Client Sevices, once records merge.
500
List the three ways than an issuer may use to communicate the VSM website information to Shareholders.
What are by Proxy Card, Notice and E-mail?
500
Name the two minimum requirements on the employee email file for mandating emails.
What is a Tax ID/Account Number and email address?
500
A standard proxy card template can fit this number of proposals.
What is 23?
500
This E-Delivery information is requried to process a reminder job set-up request.