Comply with POA requirements and reduce cost.

ISS’ Powers of Attorney (POA) service enables clients to leverage ISS’ ProxyExchange features and reporting capabilities to easily monitor PoA requirements, including when PoAs need to be completed and when they are set to expire.

ISS works directly with custodians and their vendors to obtain the necessary information to complete and deliver the PoAs.

Benefits of ISS PoA Service:

  • Reduce costs through the consolidation of PoA information in one place, regardless of custodian
  • Greater transparency by accessing the ISS PoA portal on ProxyExchange for consolidated PoA view
  • Increased compliance as ISS tools make clients aware of missing PoAs in a timely manner
  • Streamlined workflow through integration of PoA information in day-to-day workflow tools,

POWERS OF ATTORNEY MODULES & WORKFLOWS

CUSTODIAN RELATIONSHIP MANAGEMENT

ISS works directly with custodians and custodian vendors to obtain critical templates and PoA account information to deliver to clients for PoA completion.

DATA CAPTURE & FILING

PoA module within ProxyExchange shows existing PoA data and adds market-level PoA data across accounts and custodians.

PoA ACCOUNT MAINTENANCE

Automated generation of blank PoA records so users are only prompted for PoAs that are required based on current holdings data and securing maintenance of critical PoA data such as beneficial owner/trustee information for each account.

PoA REPORTING

Flexible reporting of PoA records based status, custodians, markets and watchlists, with scheduling options to identify PoAs that are expiring, new or rejected and require action.

Contact Solutions Expert

Thanks for your interest. Fill in all the required information and we'll get back to you shortly.
CAPTCHA
By sending this form, you have read and agreed to our Terms of Use.
Please wait...

Start typing and press Enter to search