Staying abreast of regulatory issues and disclosure obligations, as well as maintaining continuous communications with security holders has become a significant and vital challenge for today's public corporations. A growing group of clients rely on Valiant Trust to cost-effectively manage security holder and regulatory reporting.
SEDAR Filing Services
- Electronic and timely filing of regulatory documents, such as reports and press releases to ensure continuous disclosure.
Security Holder Meeting Services
- Work with your corporation on a National Policy 54-101 compliance by compiling a list of critical dates to ensure the chain of compliance with non-registered security holders is maintained and that they receive proxy materials on a timely basis.
- Security holder mailings.
- Proxy tabulation.
- Scrutineer services including the identification of contentious issues before and during critical security holder meetings.
Administration of Small Security Holder Buy/Sell Programs
- Acting as managers under odd-lot share buy/sell programs offered through the facilities of the stock exchanges.
Institutional Investor Services
- Preparing statistical reports regarding non-registered security holders, as well as compiling a list of key contacts.