Get the free ANNUAL REPORT OF PROXY VOTING RECORD OF Cambiar Funds

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM NP ANNUAL REPORT OF PROXY VOTING RECORD OF Cambial Funds Investment Company Act File Number: 81106400 The Advisors Inner

How to fill out annual report of proxy

How to fill out an annual report of proxy:

1. Gather the necessary information: Begin by gathering all relevant information such as the name of the proxy, their contact details, and any specific instructions provided by the organization requiring the report.
2. Review the proxy's activities: Take the time to review the proxy's activities and achievements over the past year. This may include attending meetings, voting on behalf of shareholders, or any other responsibilities they had.
3. Provide details on voting activities: If the proxy participated in any voting activities on behalf of shareholders, make sure to document the details. Include information such as the date of the vote, the specific resolutions or decisions, and the proxy's position.
4. Include any financial information: If the proxy had access to any financial information or made financial decisions on behalf of shareholders, include details in the report. This can include any investments made, dividends received, or other financial transactions.
5. Summarize the proxy's overall performance: Provide a summary of the proxy's performance over the year. Highlight any notable achievements, challenges, or areas for improvement. This can help the organization assessing the proxy's effectiveness.
6. Proofread and submit the report: Before submitting the report, make sure to proofread it for any errors or inconsistencies. Ensure that all required information is included and that the report is clear and concise. Once reviewed, submit the report to the appropriate authority or organization.

Who needs an annual report of proxy?

1. Shareholders: Shareholders of a company or organization may require an annual report of proxy to assess the performance and representation provided by the proxy.
2. Board of Directors: The board of directors may request annual reports of proxy to evaluate the effectiveness of the proxy in fulfilling their responsibilities.
3. Regulatory authorities: In some cases, regulatory authorities may require the submission of annual reports of proxy to ensure compliance with relevant laws and regulations.
4. Organizations or associations: If the proxy is appointed by a specific organization or association, they may require the submission of an annual report to assess the proxy's performance and adherence to their guidelines.

Please note that the specific individuals or entities requiring an annual report of proxy may vary depending on the context and requirements set forth by the organization or governing bodies involved.

For pdfFiller’s FAQs

What is annual report of proxy?

The annual report of proxy is a document filed with regulatory authorities that discloses information about individuals or entities who have been granted proxy voting rights for a corporation's stock. This helps to ensure transparency and accountability in corporate governance.

Who is required to file annual report of proxy?

Any individual or entity who holds proxy voting rights for a corporation's stock is required to file an annual report of proxy.

How to fill out annual report of proxy?

The annual report of proxy typically requires the individual or entity to provide their identifying information, details of the proxy voting rights held, and any relevant disclosures as required by regulatory authorities.

What is the purpose of annual report of proxy?

The purpose of the annual report of proxy is to ensure transparency and accountability in corporate governance by disclosing information about individuals or entities holding proxy voting rights.

What information must be reported on annual report of proxy?

The annual report of proxy must include the identifying information of the individual or entity holding proxy voting rights, details of the proxy voting rights held, and any required disclosures.

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