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Proxies
A Strata Manager's Guide to Proxy Management
Key considerations for tracking proxy status, exceptions and meeting-day visibility.
Proxy work needs visibility
Proxy information often arrives through different channels and can become difficult to reconcile close to the meeting.
A structured status view helps the team understand received forms, exceptions and items requiring review.
Avoid meeting-day surprises
Review proxy exceptions before the meeting and keep a record of how issues were handled.
Use qualified governance wording and obtain professional advice when scheme-specific questions arise.
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