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BDUG 2006 Proxytrust Presentation Given By: Walt Lotspeich Relationship Manager

BDUG 2006 Proxytrust Presentation Given By: Walt Lotspeich Relationship Manager 12-slide presentation. Background information Proxytrust was founded in 1993. Proxytrust services over 200 trust institutions nationwide. There is NO COST to institutions for our services.

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BDUG 2006 Proxytrust Presentation Given By: Walt Lotspeich Relationship Manager

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  1. BDUG 2006 Proxytrust Presentation Given By: Walt Lotspeich Relationship Manager 12-slide presentation

  2. Background information • Proxytrust was founded in 1993. • Proxytrust services over 200 trust institutions nationwide. • There is NO COST to institutions for our services.

  3. Proxytrust Philosophy • Efficiency – Proxytrust strives to develop systems that make proxy processing quick and easy. • Consultative Approach – Proxytrust monitors industry changes and provides value-added services to assist clients in meeting their needs. • Compliance – Proxytrust services meet and exceed industry compliance requirements. • Data Security: In addition to an annual Level II SAS70, Proxytrust administers ongoing penetration and “ethical hack” testing.

  4. Proxytrust Value-Added Services • Cost Basis Reporting – Proxytrust clients have access to the CCH Corporate Action database. • BasisPro – Proxytrust clients have access to BasisPro’s Cost Basis Calculator which is affiliated with the CCH Corporate Action database. • Cannon Financial – New Proxytrust clients receive a scholarship to a Cannon class of their choice. • Additional Services – Ask us about other services you might need.

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