Proxy & Meeting Services

For Issuers

Proxy and Meeting Services

Our proxy professional will partner with your Account Manager, providing guidance for shareholder meeting planning and execution throughout the year, as required by state and federal law.

Four people seated on one side of a conference table, sharing laughter during shareholder and proxy meetings.
View of a conference room with four people engaged in discussion, likely about shareholders and proxy meetings.

Proxy Expertise and Services

  • Proxy form and material design consultation
  • Broker search and fulfillment services
  • Interface with the DTCC, Broadridge and plan administrators
  • Mail and tabulate services
  • Inspector of Election
  • Notice and access material distribution
  • End-to-end financial printing services

Online Services

  • Online document conversion and web hosting services
  • iPad and tablet-friendly documents
  • Tiles navigation: Touch-based interface allowing users to easily select important document sections. Allows for presentation, page swiping, social media integration and more.
  • QR code scanning
  • Mobile and desktop voting platforms
  • Proxy tabulation with daily online reporting
Close-up of a hand typing on a keyboard, possibly during preparations for shareholders and proxy meetings.

VSM Solutions

Our Virtual Shareholder Meeting “VSM” solutions provide the elements of an in-person meeting without the logistical concerns and costs. View our tutorial to learn about these solutions and how our VSM platform works.

How we’ll work together

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Under the trusted Continental umbrella of proxy services, we offer a comprehensive one-stop solution.

We’ll partner with your Account Manager to ensure a successful shareholder meeting.

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Important Resources

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Virtual Shareholder

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Annual Meeting Guide

Shareholder Meeting

Highly personalized, shoulder-to-shoulder approach.

We’re deeply engaged in applying our industry expertise to help shareholders of our clients thrive.

Client Success Stories: Our Partners in Trust

The [virtual meeting] process was seamless and Continental definitely met our expectations. As always, the service we received was excellent and the assistance in preparing for the meeting was very useful. I received great feedback from the executive team as well that they were very pleased with the virtual meeting process.

Annette Finch
SEC Reporting Manager, ASAP

Many thanks to the CST and EZOnline Documents Teams for another successful Annual Meeting and Proxy Season. Everything went very smoothly, and we appreciate your support!

Celeste Rasmussen Peiffer
Managing Counsel and Assistant Corporate Secretary, Rimini Street, Inc.

[Erika] I just want to say how much we appreciate your responsiveness and assistance. While most stock transfers are smooth, there may be some hiccups along the way, and you and your team have been wonderful – attentive to the details, understanding, and assuring. You are leaps and bounds above other transfer companies we’ve had to work with in the past, and I will surely recommend Continental!

Paisley Fodor
Assistant to the President, The Bailey Group

I just wanted to thank you again for your prompt response to my question. I have been dealing with MANY companies regarding my father’s estate, and NONE of them have been as responsive and efficient as your well managed company. No roadblocks, no delay tactics – you gave instructions and we followed them. It’s a pleasure and very refreshing to do business with Continental Stock. Thank you so much.

Shareholder 1

Once again, I want to reach out and thank you for all you have been doing for us as our transfer agent. It would have been absolutely impossible to accomplish what we have done over the past few months without your help.

Steve Willard