DOCUMENT WEB HOSTING & eDELIVERY

Never worry if your document-hosted site is SEC compliant.
Let EA handle the "ins-and-outs" of web hosting eDelivery.

KEY FEATURES OF WEB HOSTING SOLUTION

WEB ACCESS

Site updates are generated in real time with no delays.

eCONSENT

Promotes edelivery while reducing print costs.

PUBLISHING

Schedule publication for new documents and automatically retire old documents.

METRICS

Track and quantify how users are interacting with your site.

PRINT-ON-DEMAND

A shopping cart feature that allows users to request hardcopies that are printed and mailed within 3 business days.

SITE MANAGEMENT

Quick landing page updates that accommodate new funds and document types, with equally quick removal of old ones.

LAYERED DISCLOSURE

Supported through 1 click access enabling the ease of “back and forth” navigation with bookmarks, hyperlinking and hover text.

CUSTOMIZE

Customizable landing pages that are designed to improve investor engagement while retaining your company branding.

ACCESSIBILITY

ADA compliant landing pages that follow Web Content Accessibility Guidelines ( WCAG 2.0) and the full support of remediated documents.

Investment Management — Rules 498 & 498A

Host all your fund prospectuses and shareholder reports, along with each of their fund related and required documents, in an easy to navigate web-space that enhances investor engagement. Easily accommodate class-specific Tailored Shareholder Reports and all of the underlying funds for a Variable Product in an intuitive and user-friendly layout. Single-click access and linking to all documents that elevates the “Layered Disclosure” framework. Accessibility is a critical governing requirement in web hosting; EdgarAgents provides ADA compliant sites that are fully supported through document remediation. Most of all, we ensure your SEC compliance while retaining your corporate style, along with customized landing pages that adhere to and promote your company branding.

Investment Management — Rules 498 & 498A

For corporate issuers, we offer robust support for all of your Notice and Access needs. We offer customized, company branded micro- sites dedicated to Notice and Access. Not only do our micro- sites host your Proxy Statement, Annual Report and all proxy related documents, but they also serve as a dynamic guide for the securityholder to the entire proxy voting process. The Q& A format is designed to interactively engage the securityholder with the information you deem to be the most important for the securityholder to know about the proxy voting event, including the active link for the securityholders to deliver their votes. Lastly, our email engine delivers presentment of proxy materials with linkage to your proxy voting application, including additional ad- hoc investor communications .

Capital Markets - Notice and Access

For corporate issuers, we offer robust support for all your Notice and Access needs. We offer customized, company branded micro-sites dedicated to Notice and Access. Not only do our micro- sites host your Proxy Statement, Annual Report and all proxy related documents, but they also serve as a dynamic guide for the securityholder to the entire proxy voting process. With multiple formatting site options to choose from, they are designed to interactively engage the securityholder with the information you deem to be the most important for the securityholder to know about the proxy voting event, including the active link for the securityholders to deliver their votes. Lastly, our email engine delivers presentment of proxy materials with linkage to your proxy voting application, including additional ad- hoc investor communications.

eDELIVERY SOLUTIONS

Promote eDelivery and yield significant cost savings from reducing the fees of printing and mailing physical documents. Streamlined processes include retrieving URL links from any document web hosted site and emailing them directly to any number of recipients. Use email file template or supply customized formats – EA provides tailored support for any process.

KEY FEATURES OF eDELIVERY

EMAIL TEMPLATE

Use our standard email template with your company logo or customize your own.

BOUNCEBACKS

We can print and deliver with a customized letter to any recipient whose email comes back “undeliverable.”

INTELLIGENT EMAILING

Cutdown on the number of emails to a recipient by including all of their documents in one email, as applicable.

HISTORICAL DATA

We capture and store all emails for an indefinite period of time for historical and compliance purposes.

FIND OUT WHY WE’RE THE FASTEST GROWING FILING AGENT AND SERVICE PARTNER IN THE INDUSTRY.