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Computershare Fund Services

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Computershare Fund Services
Jocelyn McBride
Executive Vice President
2950 Express Drive South
Suite 210
Islandia`, New York, NY 11749
310-776-7365
jocelyn.mcbride@computershare.com
cfs.computershare.com
Services Offered: Mail, Print, Proxy

Mutual fund proxy events are as unique as the fund companies themselves. Each fund within the fund family has specific attributes, objectives and investor characteristics impacting the success of the campaign. Achieve the votes required to pass shareholder meeting proposals by relying upon the Computershare Fund Services proxy team, which combines expertise, technology and capacity to deliver a full-service proxy solution. We take a strategic approach to creating your custom proxy campaign, carefully analyzing each fund’s data and shareholder composition before recommending and guiding you through a plan to achieve your goals – on time and within budget.

With Computershare you can optimize your shareholders’ experience at each campaign touchpoint and provide maximum shareholder satisfaction while achieving necessary vote participation. Positive shareholder experiences increasingly require modern, digital technologies to reach younger investors and Computershare will enable your company to meet the needs of all your shareholders – where they are and when it’s convenient for them.

Computershare is a leader in technology innovation and information security and a majority of the top 100 mutual fund clients (by AUM) trust Computershare. Computershare has the capacity to scale up or down for any proxy campaign and can also distribute the largest, most complex mailings using advanced solutions. Our call centers use our Televote® solution for vote gathering, which has a conversion rate nearly twice the estimated industry average. We have a telephone customer complaint rate of less than 0.01% and can employ as many as 3,000 representatives across multiple U.S. cities.

Computershare (ASX: CPU) is a global market leader in transfer agency and share registration, corporate governance, employee equity plans, mortgage servicing, proxy solicitation and shareholder communications.