Offerings
MIC Review
Connect with subject matter experts who are ready to help improve your overall workflow, timeline and ability to work efficiently with your stakeholders.
Design
Collaborate with our Design Advisory team in a cover-to-cover review of your existing materials to incorporate best-in-class presentation elements to enhance communication with your shareholders. This includes a review and recommendations to ensure content consistency between your Management Information Circular, ESG Report and Annual Report.
Produce and File
Create highly stylized shareholder communications with visually engaging graphics, delivered with speed and complete accuracy.
Seamlessly transition from the composed document to a print-ready output with our proprietary technology platform.
For dual listed companies, Toppan Merrill eliminates risk with our single source platforms, ensuring consistent content and presentation for both SEDAR+ and EDGAR submissions.
Printing and Distribution
Minimize expense without compromising the quality of your printed materials.
Toppan Merrill print production teams are seasoned and experienced graphic arts professionals who will guide you with recommendations customized to meet your goals and meet delivery deadlines.
Design: MIC style guide
From filing to design and typeset, receive expert support on your MIC regardless of the workflow.
Offering filing, print-only option, typeset, and design, and we have experts in HTML to support SEDAR+ & EDGAR workflow for Foreign Private Issuers.
Hot topics
Shareholder letters
An opening letter provides the CEO, Chairman of the Board or Lead Independent Director the opportunity to communicate his/her unique perspective on the organization’s performance, achievements, challenges and/or future strategic goals directly to the shareholders. The Shareholder Letter connects the company’s leadership to it’s shareholders.
Board skill and experience/skills matrix
Companies often summarize their Board’s experience and skills which will identify gaps for future planning. Some use matrices to individually identify directors while others focus on collective Board skills.
Compensation highlights, objectives and philosophy
A clear summary of the company’s compensation program along with a concise explanation of its underlying philosophy, helps shareholders better understand how compensation decisions are made. Visually engaging highlights and a straightforward presentation of best practices can help with complex pay structures and support informed say-on-pay voting.
Target direct compensation mix and variable pay
Visual elements such as charts and graphs are effective to illustrate executive compensation. They enhance shareholder understanding by clearly conveying the mix of fixed and variable pay, and reinforcing the alignment between pay outcomes and performance.
File error-free with
Toppan Merrill Bridge™
Built on the Microsoft 365® platform, Bridge delivers an intuitive and efficient method for corporate governance professionals to style and manage Management Information Circulars, providing more control over the document workflow.
Create, manage and perfect disclosure content with speed and accuracy, then transmit outputs directly to global regulatory bodies.
Bridge is a single, integrated platform infused with 50+ years of financial and regulatory disclosure expertise.
On The Dot
Podcast: Simplifying EDGAR Next enrollment and delegation [18:34]
On The Dot (Episode 8) – A conversation with Jennifer Froberg, Gordon Ruckdeschel and Jon Regan discussing the EDGAR Next enrollment and delegation process.
Updates and Insights
From complexity to clarity: One company’s proxy breakthrough story
Mike Spelman
Navigating the annual proxy season
Mike Spelman
The annual do’s and don’ts…when planning your annual meeting
Mike Spelman“Excellent customer service and attention to detail. I never have to wonder if the project will be completed on time and correctly when working with the Toppan Merrill team.”Director – Corporate Compliance, Oil and Gas Industry Clean Technology Supplier
Related Solutions
Annual Meeting & Proxy Solutions
SEC Reporting and Filing Software
Canadian Regulatory Compliance: SEDAR+ Filing
Contact our team to get started.
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Have more questions?
Reduce complexity and get answers to some of our customers’ frequently asked questions.
See the full list of FAQsThe management information circular (MIC) is the term primarily used in Canada for what is considered the proxy statement in the United States. This document is also widely known as an information circular or MIC in Canada. It is considered a key asset for companies when providing shareholders with important voting information and can also be used by companies to promote and support shareholder engagement. For support and additional information, explore our Regulatory Disclosure Solutions and download the Toppan Merrill 2024 MIC Solution and Style Guide.
The System for Electronic Document Analysis and Retrieval (SEDAR+) is Canada’s electronic filing system for disclosures by public companies and investment funds. This system allows regulated company and securities information to be consistently collected, shared and filed with the 13 provincial and territorial securities regulatory authorities — the Canadian Securities Administrators, or CSA — in the SEDAR+ filing system.
Public company and investment fund profiles are available to investors and others on the SEDAR+ website. Online SEDAR+ profiles include information that most public companies, investment funds and investment fund groups are required to make public in Canada, including addresses, contact information and stock exchange listing.
However, not all SEDAR+ filings are automatically made public. Some documents filed only with Canadian exchanges are not publicly available. When a prospectus is filed through SEDAR+, it’s reviewed by securities regulatory authorities who then make the appropriate documents available via the SEDAR+ Data Distribution Service.
Some documents don’t require review and are immediately distributed via the SEDAR+ Data Distribution Service, particularly continuous disclosure documents such as annual reports, financial statements and news releases. No matter whether SEDAR+ filings are scrutinized by investors or Canadian regulators first, they must be exact, accurate and on time. For support and additional information, explore our SEDAR+ regulatory compliance solutions.
Corporate governance involves the processes, policies, guidelines and standards set by corporations to reference when managing and making formal decisions. Plus, it is a factor in helping a company avoid risk. There are seven characteristics of corporate governance often referenced: Discipline, transparency, independence, accountability, responsibility, fairness and social responsibility.
Corporate governance is also an important topic to include in shareholder communications. For example, risk management, diversity and human capital management are corporate governance topics frequently addressed in proxy statements. Additionally, shareholders remain keenly interested in corporate boardroom diversity, for reasons of both equity and performance. Including visuals such as iconography, infographics and pie charts can help represent the company’s position on these topics within the proxy. For support and additional information, explore our Annual Meeting and Proxy Solutions.
Compensation Discussion and Analysis (CD&A) is a proxy statement component that covers the discussion of compensation philosophy, for example, pay-for-performance, performance metrics, and performance vesting equity. The CD&A shows an overview of the year‘s performance and compensation performance targets, and key compensation decisions made in the past year (i.e., salary changes, incentive plan changes). It also includes a compensation framework, including compensation policies/process and risk considerations, employment agreements, and compensation in comparison to peer group companies. For support and additional information, explore our Annual Meeting and Proxy Solutions.