by Marrelli Trust | Feb 13, 2023 | Shareholder Communication Services
What type of meeting are you holding? Is it an Annual General Meeting (AGM), an Annual and Special Meeting, or a Special Meeting? Do you intend to utilize Notice & Access for your proxy mailing? Do you plan to offer securityholders an electronic viewing option for...
by Marrelli Trust | Feb 13, 2023 | Shareholder Communication Services
The regulatory deadline require at least 21 days plus 4 business days before Meeting Date to send materials to beneficial holders (NI 54-101, section 2.12) If utilizing Notice & Access, the material must be distributed at least 30 days before the meeting date, and...
by Marrelli Trust | Feb 13, 2023 | Shareholder Communication Services
Regulations require setting the Record Date with a minimum of 30 and a maximum of 60 days before MeetingDate (see note 2). MTCL requires printed materials at least 2 business days (and no later than 24 hours) prior to the Mailing Date. Broadridge Canada requires...
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...
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
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...
