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000|Example 107|Foreign exchange 102|Pre-trade/trading 149|Front office servicing 152|Mid/back office scope 127|Trade processing 146|Income processing 147|Corporate actions processing 153|IBoR 148|P&L 150|Retail-level custody 151|Insurance investment accounting 121|Depositary/Trustee 114|Fund admin: traditional 120|Transfer agency 132|Fund admin: alternative 130|Investor servicing/TA - alternative 117|Securities clearing 136|Derivatives clearing 101|Safekeeping & Network 103|Settlement 123|Custody risk & fees 104|Corporate actions 105|Income 106|Tax 109|Proxy voting/Class actions 154|Proxy voting 155|Class actions 112|Master custody 110|Sec lending/cash financing 131|Collateral/liquidity management 124|Institutional client reporting 118|Portfolio accounting/valuations 142|Investment performance 108|Liquidity management 134|Compliance monitoring 135|Regulatory reporting 115|Instructions 144|Reporting 126|Service standards 145|Service delivery 000|Example 107|Foreign exchange 102|Pre-trade/trading 149|Front office servicing 152|Mid/back office scope 127|Trade processing 146|Income processing 147|Corporate actions processing 153|IBoR 148|P&L 150|Retail-level custody 151|Insurance investment accounting 121|Depositary/Trustee 114|Fund admin: traditional 120|Transfer agency 132|Fund admin: alternative 130|Investor servicing/TA - alternative 117|Securities clearing 136|Derivatives clearing 101|Safekeeping & Network 103|Settlement 123|Custody risk & fees 104|Corporate actions 105|Income 106|Tax 109|Proxy voting/Class actions 154|Proxy voting 155|Class actions 112|Master custody 110|Sec lending/cash financing 131|Collateral/liquidity management 124|Institutional client reporting 118|Portfolio accounting/valuations 142|Investment performance 108|Liquidity management 134|Compliance monitoring 135|Regulatory reporting 115|Instructions 144|Reporting 126|Service standards 145|Service delivery

View reports for governance
complete:
1  Unacceptable
2  Very poor - always fails to meet expectations
3  Poor - often fails to meet expectations
4  Satisfactory - sometimes meets expectations
5  Good - often meets expectations
6  Very good - always meets expectations
7  Excellent - consistently exceeds expectations

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Proxy voting service

A service which entails identification of all corporate governance events, obtaining the associated information (eg. an agenda for an Annual General Meeting or Extraordinary General Meeting, Annual and other Company Reports, the terms of resolutions submitted for shareholder approval, voting ballots and proxy advices), translating the information if necessary and disseminating it to the client. For events which may be voted on, the service provider reports to the client the response deadline and captures the client's decision in good time.


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Voting agency integration

Some clients use third-party firms for proxy voting services. The service provider's operations are integrated with those of leading proxy voting agencies, for automated communication of announcements, instructions and results.


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Online announcements

Clients are provided with a direct link to the service provider's systems to view all scheduled corporate governance events.


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Power of attorney solicitation

Provision of appropriate documentation and managing its completion.


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Power of attorney monitoring

Conducting a timely review of the completeness of documentation for changing circumstances, including extension into new countries of investment.


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Online instructions

Clients are provided with a direct link to the service provider's systems to record (and amend) their decisions.


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Standing instructions

The service provider allows clients to set certain standing instructions and acts on these standing instructions in the absence of variation by the client.


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Online results

Clients are provided with a direct link to the service provider's systems to view the results of votes.


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Other feedback

Year-on-year performance, improvements needed...
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