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+1 800 353 0103	North America
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+1 800 353 0103	Amérique du Nord
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+1 800 353 0103	Amérique du Nord
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Financial Reporting

Report preparation and filing

Deliver financial reports to shareholders and file them with regulatory authorities on time, every time. Partner with Broadridge for your end-to-end reporting management and gain economies of scale in quality, speed and reliability.

End-to-end reporting management services

With typesetting, desktop publishing and distribution services, including translation for global compliance we take full ownership of the reporting process, from template preparation to regulator filing.

Template Preparation

Custom Branding

Translation

Filing

Automation and Audit Trail

Annual/Semi-Annual Reports

Annual and semi-annual report preparation

We employ qualified accountants and other highly skilled professionals to utilise our proprietary, in-house technology to deliver fast, accurate and polished reports. We also offer automation and audit trail support.

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Asset Management Solutions

See how asset managers can unlock greater potential and engage customers in new ways.

How We Can Help

The leader in financial and regulatory reporting.

300+

Financial institutions serviced by Broadridge.

2.9B

Regulatory documents delivered for clients annually.

400M+

Pieces of regulatory communications delivered electronically each year.

Let’s talk about
what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

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22c-2 Compliance

Annual Compliance

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Broadridge Alternative Investments Hub

Capital Markets Disclosures

Cash Management

Collateral Management

Connectivity

Consumer Preference and Profile Management

Credit and Market Risk

Data Management and Archival

Data Management, Analytics and Reporting

Digital Delivery

Digital Experience Management

Distributed Marketing Solution

Distribution 360

Document Composition

Enhanced Packaging

Enhanced Proxy Design

Fact Sheets

Fi360 Learning and Development

Fi360 Software and Technology