ISSUER SERVICES · PROXY & MEETINGS

Virtual Shareholder's Annual Meeting (ViSA)

Equity Stock Transfer developed ViSA Meeting services to provide a selection of professionally curated, SEC-compliant virtual meeting options that fit your budget and timeline, rather than a one-size-fits-all offering. As an SEC-registered and licensed transfer agent, we understand the rigors of annual meeting compliance.

Tier One

Operator Assisted (Audio Only) Virtual Meeting

A budget-conscious solution for issuers who prefer to have their proxy materials and video presentations hosted on our website, with shareholders participating via toll-free conference bridge.

Operator Assisted Toll-Free Teleconference — dedicated toll-free VIP line for company management, counsel, IR, transfer agent, and inspector of election; a separate dedicated line for record holders and beneficial shareholders
Full Conference Monitoring — a dedicated lead operator for the duration of the entire program, from pre-conference call to event conclusion, with custom scripting, greeting, safe harbor, and closing statement
Web-Based Live Communication — a private chat tool for management personnel and approved parties to communicate with the conference operator
Participant Vetting — teleconference participants vetted by a dedicated vetting operator prior to entering the virtual meeting
Online Voting — real-time online voting on our website for record holders and beneficial holders with legal proxies
Q&A Session — participants can ask live questions via touchtone phone, vetted by the conference operator and provided to management
Document Hosting — web hosting of SEC documents and online presentations in advance of the meeting; host your proxy statement, annual report, and other filings for up to one year with no charge for revisions or additional uploads
Telephone Participant List — available immediately after the call, including names of participants with join and drop-off times
Audio Recording — available immediately after the call, in .wav or .mp3
30-Minute Pre-Call Preparation — a lead operator assists VIPs including directors, management, investor relations, and counsel prior to the meeting to review procedural matters
60-Minute Virtual Meeting Call — meeting call times scheduled for 60 minutes, with modest additional fees for overage time

Tier Two

Webinar Virtual Meeting

A more robust solution for issuers looking to supplement the Operator Assisted offering with a live webcast. The Operator Assisted meeting is included in this package.

Audio / Video / Slides — webcast platforms support audio only, audio/video, audio/video with slides, live, or on-demand
Web-Based Q&A Session — participants enter questions within the webcast environment; conference moderators view and prioritize per management instructions
Comprehensive Registration — full attendee registration workflow and reporting, including a participant list with connection and disconnection times
Online Voting — real-time online voting within the webcast for record holders and beneficial holders with legal proxies

Boutique Responsiveness. Institutional Backbone.

Let's find the right fit.

For more information, quotes, and how we can help you navigate the virtual meeting setup process, please contact us at info@equitystock.com.