My broker is sending me a “legal proxy” to allow me to vote my shares at the meeting. She said that I would need the legal proxy, my ID, and the March statement of accounts from the brokerage firm. I’ve heard of other ways to qualify to vote at the meeting, but some of them involve a strong reliance on the bank to provide the documentation either prior to or at the meeting. Someone at the bank told someone else that I only need to bring the control number, from the proxy, to the meeting to be allowed to vote. My theory is, “which way would I rather be wrong?” I’ll get the legal proxy from the broker.
It seems that my broker has little experience with this maneuver. I suppose it isn’t done that often.