Presentation Given By:
• Proxytrust was founded in 1993.
• Proxytrust services over 200 trust institutions
• There is NO COST to institutions for our services.
• 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
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