Reference
Proxy Voting & Shareholder Services glossary
Terms used in Proxy Voting & Shareholder Services and its documentation.
Applies to Proxy Voting & Shareholder Services as it works today. Moraph updates the platform continuously, and this page is reviewed when it changes.
Terms used in Proxy Voting & Shareholder Services and its documentation.
| Term | Meaning |
|---|---|
| Record date | The date that determines which shareholders may vote at the meeting, and how many shares each holds. |
| Control number | The unique number on a ballot or notice that identifies the account voting. |
| Registered holder | A shareholder recorded directly on the fund's transfer agent records. |
| Beneficial owner | A shareholder who holds shares through a broker, bank or other intermediary. |
| Over-vote | An intermediary vote return for more shares than the intermediary held on the record date. |
| Quorum | The minimum shares present or represented for a fund to act on a proposal, as set by its governing documents and law. |
| Notice and access | Sending holders a notice that materials are available online, instead of a full printed set. |
| Inspector of election | The person appointed to review the tally and exceptions and certify the result. |
| Adjournment | Postponing the meeting, or part of it, to a later session, usually to gather more votes. |
| Superseded vote | A vote replaced by a later valid vote for the same account, kept in the history but not counted. |
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