by Marrelli Trust | Feb 13, 2023 | Shareholder Communication Services
Best practices suggest setting your proxy cut-off time 48 hours before the meetingHaving a proxy cut-off of 48 hours before the meeting allows time to: Incorporate Broadridge data feeds into the final results Conduct final tabulation audits Generate reports Prepare...
by Marrelli Trust | Feb 13, 2023 | Shareholder Communication Services
You are required by regulation to initiate a material search and distribute search cards to intermediaries for your mailing requirements to beneficial securityholders. Distribute search cards to intermediaries at least 20 days before the record date [Section 2.3 NI...
by Marrelli Trust | Feb 13, 2023 | Shareholder Communication Services
National Instrument 54-101 provides Issuers with the option to mail meeting materials directly to Non-Objecting Beneficial Owners (NOBOs). NOBOs are beneficial owners who have indicated that the Issuer can know who they are.Beneficial securityholders have the option...
by Marrelli Trust | Feb 13, 2023 | Shareholder Communication Services
Marrelli Trust Company Limited will arrange publication of your Meeting Date notice in the Globe and Mail and LaPresse (when applicable) via the Canadian Depositary for Securities (CDS) on your behalf as required by regulations. Regulatory Requirement [Section 5.2...
by Marrelli Trust | Feb 13, 2023 | Shareholder Communication Services
The record date should be set at least 35 days before the meeting provided. If utilizing Notice & Access, they set the record date no less than 40 days before the meeting. National Instrument 54-101 specifies a record date “shall be no fewer than 30 and no more...
