Computershare Fund Services provides full-service proxy solutions for mutual funds, closed-end funds, ETFs, interval funds, REITs, and variable life and annuity investments. In addition, we offer comprehensive compliance mailing solutions.
As the preferred proxy solicitor for mutual fund issuers, insurance and variable annuity companies, Computershare Fund Services brings expert industry knowledge and an experienced proxy team to manage the most demanding and complex proxy campaigns. We'll work with you to discuss your goals and construct a detailed analysis to help develop tailored strategies that best suit your budget and project timeline. We offer:
Comprehensive proxy services
Compliance mailing solutions
Quick post-sale fulfillment
Our vote-gathering tool is designed to save money and boost response rates.
This solution reduces costs by consolidating multiple fund accounts on a single ballot.
Clients benefit from our web-based reporting system that provides near real-time voting information for registered and street-held (beneficial) accounts.
This cost-effective method of providing proxy notices in lieu of full-kit materials to shareholders is beneficial for particular campaigns.
Hosting a virtual shareholder meeting or incorporating a virtual component doesn’t have to be complicated. With Computershare you can rely on market leading technology and rigorous security and risk protocols to make the process seamless and delight your shareholders.
We’ve developed strong relationships within the fund and insurance industries which means you benefit from our access to top resources and industry trending data. We’ll analyze your shareholder base, develop a strategy and execute a campaign that achieves your desired goals within budget and on time.
We serve the mutual fund industry and issuers with closed-end funds as well as ETFs including Nuveen, Invesco and BlackRock. Our comprehensive analysis and intelligent shareholder communication strategies paired with our proprietary Proxy01 technology maximizes response rates from retail and institutional shareholders.
Take advantage of our experience and expert resources to put an insurance and variable annuity proxy campaign in place that works for you. From obtaining prior information on shareholder counts to printing and distribution to managing multiple data sources, we can make your plan a success.
Compliance mailings – We have the capacity and experience to distribute the largest and most complex compliance mailings, using our advanced printing and mailing solutions as well as full service electronic delivery.
We offer mailing solutions for:
Annual, semiannual and quarterly reportsProspectuses, summary and statutoryTax notificationsPrivacy NoticesNegative response lettersMarketing materialsPost-sale fulfillment – We'll manage the entire prospectus fulfillment process to meet compliance requirements, quickly communicate information to investors and minimize costs.
Unclaimed property – In partnership with Georgeson, we offer resources and expertise that help you reduce liability, save the expense of due-diligence escheatment requirements and improve security holder relations.
SEC compliance services – We offer state inactivity services for unclaimed property, which include satisfying the due-diligence requirements of SEC Rule 17Ad-17.
Contact us to learn more about our complete proxy solution