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					  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.
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.
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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posted:8/31/2012
language:English
pages:12