PASSPORT (Proxy Administration Self Service Portal) is the one and only tool on the market allowing either the solicitor or the client to manage their entire proxy process directly.
From mail management to the final vote, Passport is completely customizable and is ideal for small and mid cap companies, as well as those that handle their own stock transfer affairs. Passport assists companies in building shareholder value while significantly reducing unnecessary costs for routine meetings. While ideal for routine meetings, using Passport for non-routine meetings such as M&A, rescue jobs, rapid response situations, and other like scenarios, will allow you to quickly and easily deploy your campaign with little effort.
Furthermore, Passport allows you to reduce the number of vendors used as Talon has an established network of fully qualified and industry proven vendors available at all times. It also allows the issuer to manage their vendors using the web portal as a central focal point for uploading data, documents and sending data to the mail house or call center. Proxy solicitors, Shareholder Communications and mail distribution firms, IR firms, Corporate Governance and Corporate Actions firms, Shareholder record management firms and Transfer Agents, Shareholder Services firms, and other vendors who have been granted permission to use Passport have all passed Talon’s rigid qualification process. Those that do not make it, are not taken on as our clients and do not have access to Passport. This allows us to provide you only the best the industry has to offer at all times at a cost savings directly to your company.
"Regardless of your situation, Passport allows you to quickly and easily set up your proxy with or without Notice and Access, all with real-time online reporting. The reports themselves are completely customizable, allowing you to view tabulation results, vote demographics and other import details throughout your campaign via the interactive charts and graphs available to you. The utility also has a Broadridge and DTC data interface, as well as all associated support features allowing you to view true voting progress results and of both the registered and beneficial holders," says Sam Berrios EVP at Talon Financial.
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