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COLBENT CASE STUDY

Complex-Wide Proxy

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A major mutual-fund company needed to conduct proxy voting on more than 20 proposals among a shareholder population of more than 1 million accounts.

Questions? Contact us:   (877) 265-2368 
info@colbent.com

Since 1986

, hundreds of financial services firms of all types have entrusted Colbent with their complex financial services data processing.

No matter how you leverage Colbent's services, you'll experience numerous bottom-line benefits:

Broad Experience.

Among the critical projects we've delivered are:

Corporate Action Processing

  • Mergers and exchanges
  • Tender offers and Dutch auctions
  • Liquidations
  • Subscription offers and rights offers
  • Debt instrument redemptions
  • Odd lot programs
  • Stock dividends or splits / spinoffs
  • Thrift conversions
  • Class action settlements
  • Insurance company restructuring / demutualization

Proxy Tabulation Processing

  • Print / Mail
  • Tabulation:
     - Online
     - Paper ballots
     - Touch-tone
     - Solicitor votes
     - Interface to all Bank,
     - Broker and Nominee voting
  • Notice & Access

Mutual Fund Settlement Administration

Expertise and Speed.

Armed with a thorough understanding of a project's effect on your stakeholders, we move quickly to plan, develop and execute your job. Accuracy and compliance are always our top priorities. We design our outsourced transaction processing solutions from scratch, and our track record is excellent.

Flexible Technology.

Our on-site, proprietary system creates an infinitely customizable technology platform for your outsourced data processing needs. While our experience runs deep, we always approach your corporate action, proxy tabulation and mutual fund settlement challenges with creativity and fresh thinking.


Total Regulatory Compliance.

Colbent is a Registered U.S. Transfer Agent, in full compliance with Rule 17ad. Our audit history is spotless, with no material findings of non-compliance. Your firm's good name, as well as your data, will be in the best of hands with Colbent.


Absolute Security.

You can feel confident choosing Colbent. A battery of secure file transfer protocols, plus regular 3rd party vulnerability testing and 3rd party penetration testing, ensures secure remote access and ironclad, 24/7 protection of your shareholder data.


Turnkey Capabilities.

In addition to financial services data processing, you can rely on Colbent for other services your project may require:
  • State-of-the-art OCR and ICR scanning technology
  • Full print / lettershop / mail capability
  • Hosting of your data system

Personalized, responsive service.

Your project will always get the dedicated account management, system development and data handling resources it needs. Expect fast response, decision-making and project turnaround.


Unmatched value.

We're not a giant company. But no giant can deliver Colbent's combination of flexible technology, innovative thinking, broad-based experience and personal service at our highly competitive prices.

Learn more about Colbent services: