Client Setup Form
A. Client Contact Information
Company
*
Company Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Voting Trust Officer
First Name
Last Name
Title
Phone Number
-
Area Code
Phone Number
Email
Select if Working Contact is same as above.
Working Contact
First Name
Last Name
Title
Phone Number
-
Area Code
Phone Number
Email
B. Client Profile
Trust Accounting System
Client ID
Custodian
Trust Accounting System
Account #(s)
List all Custodian Account Numbers
DTC #
Select if Proxy Name/Address is same as Company Name/Address.
Proxy Voter Name
Proxy Voter Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Parent/Affiliate Company
Nominee Name
Publicly Traded
Yes
No
Proxy Voting Method
Manual
Voting Agent Service "VAS" (All with Management Recommendations)
ISS Policy Voting
Eliminate Paper Mailing to Your Department
Yes
No
Pertains to accounts in which the department has proxy voting authority.
Attachments
Browse Files
Please attach completed Client Service Agreement and Power of Attorney Documents
Cancel
of
Submit Form
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