BDUG 2006 Proxytrust Presentation Given By: Walt Lotspeich Relationship Manager
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Transcript of BDUG 2006 Proxytrust Presentation Given By: Walt Lotspeich Relationship Manager
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BDUG 2006
Proxytrust
Presentation Given By:Walt Lotspeich
Relationship Manager12-slide presentation
![Page 2: BDUG 2006 Proxytrust Presentation Given By: Walt Lotspeich Relationship Manager](https://reader036.fdocuments.us/reader036/viewer/2022062304/56812b1a550346895d8f0c22/html5/thumbnails/2.jpg)
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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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.
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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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