Explaining complex mergers and acquisitions to shareholders has always been a challenge. It requires a personalised interface, a thorough knowledge of the issues and knowledge of the types of questions shareholders will ask. In addition, to reach and respond to shareholders on a large scale, it also requires professionally equipped resources and infrastructure.

Georgeson call centre services provide:

• - Targeted outbound communications combining technology, timing and scripting
• - Outsourced call centre to handle responses on a project basis or as an ongoing service
• - Expertise in handling enquiries in financially regulated areas and product support
• - Technology in place for call routing and information management for maximum efficiency
• - Established services standards
• - Outbound and inbound call capability
• - Project management on implementation and campaign planning
  

Shareholder Analysis allows your organisation to develop a detailed profile of your investor base, giving you full understanding of exactly who and where your shareholders are, and an insight into their future behaviour.

Computershare will help you to better understand your shareholders, monitor any unusual trading activity and make informed decisions regarding your investors.

As a company's shareholder base continues to expand, even with a seemingly moderate shareholder population, the shareholder-servicing budget can grow disproportionately, draining resources without any clear benefit.

Computershare has significant experience in conducting small shareholder programs that work to tidy the register and lower costs associated with small shareholder maintenance. We design and manage every aspect of the program, providing shareholders with access to a simple, convenient and low cost[C1] way to sell their shares, or increase their holding to a marketable parcel.

Computersare can provide an integrated offer, packaged and priced per holder – inclusive of brokerage as well as a fully managed program to “clean up” the share register and permanently lower share registry maintenance costs. The program gives shareholders access to a simple, convenient and low cost method to sell their shares or purchase additional shares (‘top-up’) in the company.

As shareholder activism continues to expand, resolutions put to shareholders will continue to face intense scrutiny from all classes of investor. For this reason, issuers must clearly communicate their proposals to ensure investors are able to make an informed decision as to how they will vote. This means a lot more than just sending out the Notice of Meeting, Proxy form and then counting on the accompanying letter to sell the story.

Georgeson specialises in assisting companies large and small by providing information to shareholders and collecting proxy votes to support resolutions and proposals. Our proven track record and expertise in designing and implementing result producing strategies ensures you achieve the best possible results.

Together, we can offer identification and tracing of underlying beneficial owners and key shareholders through relationships with institutions and intermediaries and segmentation of shareholder base. Additionally, outbound telephone canvassing (solicitation) to directly communicate proposals and neutralise any dissention that may exist as well as polling to gauge voting intentions, concerns and issues which may affect the outcome of the vote, tailoring messages based on issues/trends and vote forecasting and tracking.

During a takeover, merger or other corporate action, companies need to be aware of investor sentiment and any concerns that may ultimately have an impact on the transaction. It’s at times like these that communications and messages need to be tailored specifically to address such concerns.

Georgeson can help by polling a relevant cross section of shareholders to help gauge voting or acceptance intentions, and loyalty, and detect concerns, key drivers or material issues that could affect the conduct or outcome of the corporate action.

This information provides vital intelligence for strategy and the conduct of the meeting or takeover process. Intelligence on investor sentiment and perceptions is generally more reliable than feedback gathered in the market or from media reports.

An SRM audit can be a valuable strategic tool that enables organisations to identify the relationships between shareholders, employees and customers. The results can help deliver cost reductions in maintaining retail securityholders, improved understanding of stakeholder loyalty, predictions of likely behaviour, and an assurance that your communications are as efficient as possible.

Computershare can help your organisation perform an audit analysis and identify the opportunities that arise by offering services such as eTree membership, promotional campaigns, SRM Audit general analysis and opportunity assessment, and de-duplication of register data.

Contact us today to find out about our full service offering.