Distribute communications to shareholders

We’ll take control of distributing communications to your shareholders in the US

If your transaction is not yet public when we’re appointed, we can estimate the amount of offer materials needed by the bank and brokerage community. We would use this number as a starting point in order to determine the print quantity for the offer materials, if printing needs to take place before the transaction is public.

Once your transaction is public

We’ll reach out to the Broadridge Corporate Actions team (the firm which serves as the distribution intermediary for over 90% of the bank and brokerage community in the US) and ask them to set up a mailing to the beneficial holders of the target company using the next available record date. We’ll also reach out to banks, brokers and distribution agents outside of the Broadridge system to make the same request.

When we receive the material requests, we deliver the right quantities. We also send electronic copies of the materials to the Depository Trust Company (DTC) (the central depository in the US). The DTC will then notify all of its participants of the transaction by posting an electronic memo to its system.

After the mailing

We’ll always follow up with Broadridge and the other intermediaries to confirm they have received the material, and to check on the status of their distributions to the beneficial owners. We’ll also follow up with the DTC participants to confirm they have the transaction set up on their system.