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ACCORD TENUITY GROUP INC. NOTICE AND ACCESS NOTIFICATION TO SHAREHOLDERS Important notice regarding the availability of proxy materials for the 2015 Annual General Meeting to be held in Toronto, Ontario

How to fill out broadridge form

How to fill out a Broadridge form:

1. Start by obtaining a copy of the Broadridge form. This can typically be done by visiting the Broadridge website or contacting your financial institution that utilizes their services.
2. Carefully read through the form and make sure you understand all the instructions and requirements. It's important to pay attention to any specific guidelines or sections that may require additional documentation or signatures.
3. Begin filling out the form by providing your personal information, such as your name, address, and contact details. Make sure to double-check for any spelling errors or inaccuracies.
4. If the form requires information related to your financial holdings or investments, gather the necessary documents or statements to ensure the accuracy of your responses.
5. Follow the prompts on the form to provide any additional required information, such as account numbers, social security numbers, or any other relevant details specific to your situation.
6. If the form includes sections that require your signature, be sure to sign and date the document as instructed. Remember to use your legal signature and avoid any abbreviations or variations.
7. Review the completed form for any mistakes or omissions. It's a good idea to take a few moments to check that all the provided information is accurate and complete before submitting the form.

Who needs a Broadridge form:

1. Individuals who have investments or financial accounts managed by a company that utilizes Broadridge's services may need to fill out a Broadridge form. This includes individuals with brokerage accounts, retirement accounts, or other types of investment accounts.
2. Companies or organizations that work with Broadridge for their financial management and reporting purposes may also need to fill out Broadridge forms as part of their business operations.
3. It is advised to consult with your financial advisor or contact Broadridge directly to determine if you need to fill out a specific form and for any additional guidance on completing the form accurately.

For pdfFiller’s FAQs

What is broadridge form?

Broadridge form is a form used by financial institutions to report information about their clients' investments and holdings.

Who is required to file broadridge form?

Financial institutions such as banks, investment firms, and brokerage houses are typically required to file Broadridge forms.

How to fill out broadridge form?

Broadridge forms can be filled out electronically or manually, depending on the institution's preferences. The form requires detailed information about the client's investments, holdings, and financial transactions.

What is the purpose of broadridge form?

The purpose of Broadridge form is to provide accurate and up-to-date information about clients' investments and holdings to regulatory authorities and tax agencies.

What information must be reported on broadridge form?

Information such as clients' investment transactions, account balances, dividend income, interest income, and capital gains must be reported on Broadridge form.

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