Trusted Support to Navigate N-PX Compliance
- Responsive service founded on transparent communications every step of the way
- Report on proxy voting matters and agenda items mandated for disclosure
- Quantitative disclosure of shares on load and/or shares voted
- Data management services through file transfer from third party sub-advisors, vote record ingestion
- File creation for SEC Form N-PX, and file retention for record keeping
- XML reporting format to meet SEC requirements
The form N-PX filing deadline for institutional investment managers this year is September 2, 2025 (covering the period from July 1st to June 30th).
