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Proxy / Acceptance chasing
 

Peace of mind for vote management

All Private Client Brokers work differently, providing different levels of service over varying time scales.

Georgeson's extensive experience and knowledge can help you identify which brokers offer:

  • Communication of corporate events to clients
  • Discretion over share holdings
  • Efficient submission of instructions to custodians

When combined with retail lines of communication, Georgeson can leverage the instructions sent by private clients, and successfully track the path from broker to custodian, and the safe arrival to the receiving agent.

Why Georgeson?

Our experience in working with brokers has established long-term relationships with them.  Use our knowledge to give yourself the advantage.

Next step

For more information on our private broker campaign services and solutions contact our Business Development team at bd@georgeson.com or your local office