BDUG 2006

Proxytrust

Presentation Given By:Walt Lotspeich

Relationship Manager12-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.