BDUG 2006

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• BDUG 2006
• Proxytrust
• Presentation Given By
• Walt Lotspeich
• Relationship Manager
• 12-slide presentation

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• Background information
• Proxytrust was founded in 1993.
• Proxytrust services over 200 trust institutions
  nationwide.
• There is NO COST to institutions for our services.

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• Proxytrust Philosophy
• Efficiency Proxytrust strives to develop
  systems that make proxy processing quick and
  easy.
• Consultative Approach Proxytrust monitors
  industry changes and provides value-added
  services to assist clients in meeting their
  needs.
• Compliance Proxytrust services meet and exceed
  industry compliance requirements.
• Data Security In addition to an annual Level II
  SAS70, Proxytrust administers ongoing penetration
  and ethical hack testing.

4

• Proxytrust Value-Added Services
• Cost Basis Reporting Proxytrust clients have
  access to the CCH Corporate Action database.
• BasisPro Proxytrust clients have access to
  BasisPros Cost Basis Calculator which is
  affiliated with the CCH Corporate Action
  database.
• Cannon Financial New Proxytrust clients receive
  a scholarship to a Cannon class of their choice.
• Additional Services Ask us about other services
  you might need.

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