HOME > REGULATORY DISCLOSURE FOR CORPORATIONS > ANNUAL MEETING AND PROXY SOLUTIONS

ANNUAL MEETING AND PROXY STATEMENT SOLUTIONS

Improve your process, enhance shareholder connectivity

Backed by 50+ years of expertise in annual meeting and proxy production management, our experts will review your process and materials to uncover ways to enhance your unique shareholder communication requirements.

Get Started

SEC Pay vs Performance and iXBRL Mandate

The new SEC rule requires Inline XBRL tagging of the Pay vs Performance table in the proxy statement effective for fiscal year ends on or after Dec. 16, 2022.

Registrants are required to provide a table disclosing specific executive compensation and financial performance measures for the five most recently completed fiscal years, depending on their status. Registrants must separately iXBRL tag each value disclosed in the table, block-text tag the footnote and relationship disclosure and tag specific data points within the footnotes to the table. Learn more

Toppan Merrill technology and subject matter experts are prepared to assist you with the new requirement. Contact us

During the most recent proxy season, companies that engaged Toppan Merrill’s consultation experts realized thousands of dollars of savings while uncovering ways to upgrade their design and messaging to communicate a more effective story.

 

The Toppan Merrill consultation will address:

 

Learn More

  • We prepared and filed our Proxy Statement during the first week of the coronavirus shutdown, and we anticipated delay or other issues. But, Toppan Merrill went “above and beyond” and the service this year was as good as we had received in prior years. We couldn’t tell who was working from home and our changes were processed quickly and error free.

    Fortune 500 Medical Device Manufacturer

  • The shareholder communications team conducted a peer group analysis for our company and discovered an inefficient proxy layout and suggested we embrace "plain English" content. By changing our layout and content, we've increased voter participation and created a lighter document which saved us $32,000 in production and mailing costs.

    Assistant General Counsel - Fortune 100 Media Company

Flexible, adaptable expertise

Toppan Merrill’s annual meeting and proxy solutions are built through our time-tested, consultative approach. This approach is proven to save time, money and minimize impact to workflow.

Coupled with cutting-edge design expertise, industry-leading print capabilities and multi-channel distribution, we can expand what’s possible with your annual meeting and proxy solutions.

Consult

Design

Produce and File

Deliver

Consult

Design

Produce & File

Deliver

Custom consultation

The foundation of your consultation will begin as our experts gain a comprehensive understanding of your current annual meeting and proxy process. In doing so, relevant best practices and peer-group trends are identified and incorporated into a plan that’s customized to meet your needs.

 

As inefficiencies in your processes are exposed during this time, you will be provided with solutions that align with your corporate objectives and ensure you’re in compliance with SEC requirements.

Style guide

To meet the demands of shareholders, your annual meeting and proxy process needs to evolve to increase shareholder participation and effectively communicate corporate objectives and values. Whether it is the CD&A or Environmental, Social, and Governance (ESG) related topics such as Equity, Diversity and Inclusion, Human Capital, COVID-19 impacts or Climate Change, our design and advisory team presents best practices along with peer group comparisons to improve proxy presentation, messaging and effectiveness. Modernize your proxy content and design with first-rate document presentation, updated designs, and interactive web-based options.

Expert support

Planning for an annual shareholder meeting is a daunting, multifaceted task. You’re juggling proxy statements and annual reports, shareholder mailings, meeting venues … and you never have enough time, help or budget.

 

Toppan Merrill’s consultants and solutions experts help you plan the annual meeting and coordinate all vendors in the preparation and delivery of shareholder materials. Rely on the experts to plan, print, file and distribute, all in one place.

End-to-end solution

Once your documents are designed and edited, experts manage content and formatting with an eye toward regulations and disclosures.

 

The entire annual meeting and proxy statement production process takes place within our own filing, print and distribution facilities. With production kept in-house, delivery is ensured within the required timeline, process and budget. Features include:

 

  • Document content management
  • Document formatting
  • Disclosure management for Forms DEF 14A and DEF 14C
  • File 10-K and manage the XBRL and EDGAR disclosures for U.S. GAAP
  • Print and mail with cost-effective solutions

TECHNOLOGY

TOPPAN MERRILL

Bridge

With the Bridge platform, you can simplify proxy and annual reporting, enhance proxy communication documents and achieve higher voter returns — all without sacrificing control. Bridge technology makes it easy for clients to draft, edit and perfect their own proxy statements and EDGAR filings via a SaaS platform. From document creation and traditional typesetting through print, mail, fulfilment and XBRL and EDGAR filing, you have total control of the proxy creation process from start to finish.

Request a Demo

Simplify annual meeting and proxy solutions

Whether you’re looking for support in formatting, print, or distribution, we’re your end-to-end solution for all your proxy service needs.

Phone

Americas: 800.688.4400
EMEA: +44 20.7422.6100
APAC: +852.2877.8773

Email

[email protected]