Inform, Spring 2010

Table of Content

In this issue...

It has been an exciting few months at CIBC Mellon. We have launched an enhanced version of our investor meeting planner – just in time for annual meeting season. We also signed an agreement with our parent company, BNY Mellon, to integrate our corporate trust businesses.

One of the challenges that many issuers face during proxy season is determining how to manage the distribution of their annual and interim financial statements. Here are some of the important considerations for issuers to take into account when distributing statements.

As proxy season is fast approaching, you should be aware of industry changes that may affect your planning.

Learn how Keane’s services enhance the way CIBC Mellon searches for lost U.S. securityholders.

The Canadian Securities Administrators (CSA) has announced that National Instrument 55-104 and its companion policy will come into effect on April 30, 2010.  These rules will replace the previous insider reporting rules contained in various instruments and policies, and bring Canadian insider reporting practices closer to those already in place in the U.S.

This issue by:

Thomas S. Monahan
Bill Zawada

James Hinnecke

Deon West

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Inform is provided for general information purposes only and CIBC Mellon Trust Company, CIBC Mellon Global Securities Services Company, CIBC, The Bank of New York Mellon Corporation and their affiliates make no representations or warranties as to its accuracy or completeness. Readers should be aware the content of this publication should not be regarded as legal, tax, accounting, investment, financial or other professional advice nor is it intended for such use.