Regulatory Report Mailing Services
The Altman Group is now offering Regulatory Report mailing services to help mutual fund companies communicate with their shareholders in an efficient, timely and cost effective manner.
Based on The Altman Group’s successful proxy management platform, The Altman Group recently launched regulatory mailing services for both open–end and closed–end funds. These services were developed to ensure the delivery of regulatory material to direct and beneficial holders in the most timely and cost effective manner possible.
When you hire TAG to handle your Regulatory mailings, we coordinate all aspects of your mailing. TAG’s service-oriented team alleviates the pressure of coordinating the printing and mailing in order to meet tight mail date deadlines; leaving you with more time to focus on your priorities. From getting the print quantities to your printer, to managing the beneficial (Broadridge, Proxy Trust and Mediant Communications) distribution and mailing the registered (direct) accounts we will handle it all for you. Prior to the mailing of your registered accounts, we run your registered list through our proprietary reconciliation and householding processes. By taking these extra steps with your registered file we are able to lower your total mailing pieces by 20% to 40%, resulting in a significant reduction in overall printing and postage costs. Additionally, unlike other print/mail firms, we pass through 100% of the postage savings to you. We strive to provide the best service so that your communication materials reach your shareholders without compromising service or cost savings.
Focus on Mutual Funds
At TAG, our mutual fund group is solely dedicated to the success of our clients’ projects, whether a complex wide proxy campaign or regulatory mailing.
Commitment to Service
We are quite confident that your experience with TAG will exceed your expectations. Simply put, your success is our success. Our executive team is committed to excellence, and rest assured, that no detail will be overlooked. We realize that for you and your team the successful completion of regulatory and interim mailings may be an additional project to manage, but at TAG it is our job to take the lead in managing the project for you. Our comprehensive, hands-on approach will help ensure a cost efficient, timely delivery of your regulatory mailings.