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Step by step instructions
to reimagine your proxy

Our expert-supported, consultative approach and digital proxy statement solutions help streamline the financial proxy process and deliver a more effective shareholder communication.

Get the Guide for US or Canadian Proxies

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Yield superior results with value-driven, intelligently-designed shareholder materials

Did you know your proxy could help you do this?

  • Identify, understand and avoid risks
  • Create communication strategies
  • Put the spotlight on corporate strengths
  • Make data-driven decisions about content
  • Create custom designs for compelling storytelling
  • Tap into industry trends and best practices

Elevating your shareholder communications design

Our design experts can help you amplify your company story and define what sets your company apart.

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Proxy

2

Annual Report

3

Sustainability Report

4

Investor Communications

5

IR Website Services

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Get in touch with us to talk affordable proxy solutions​

Super-charge your proxy process with our award-winning tools

ActiveDisclosure by DFIN

A fast, affordable SEC filing platform

The new ActiveDisclosure is the collaborative, purpose-built filing software that takes the complexities out of regulatory reporting. With seamless integration, simple onboarding, Microsoft Office compatible, and all the tools you need for fast, secure ESG reporting, your team can collaborate quickly and effectively so you can focus on strategy, analytics and the tasks you value.

Venue by DFIN

Accelerate your deal process with our award-winning virtual data room

Our quick set up and intuitive VDR platform leverages AI technology and machine learning to accelerate deal closing. Continually optimized for security, productivity and usability, our VDRs are reinforced by our regional experts — an extension of your deal team.

Get ahead of regulatory momentum

New regulations for SEC climate reporting are now a reality. Align your business to easily capture ESG value and data from legal, finance, IR, corporate sustainability, HR and more. Our ESG reporting and data management platform enables ESG opportunities.

eBrevia by DFIN

Accelerate the review process with AI by your side

Increase efficiency and accuracy of contracts and vendors to discover ESG data associated with ESG emerging topics by leveraging our AI-powered document analytics software.

Automate data extraction and analysis in agreements for carbon emissions, diversity and inclusion & climate risk.

Celebrating 2022 IR Magazine award winning client partnerships

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One in three North American filers are DFIN proxy clients

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More findings, right this way

Blog

Preparing Your 2025 Form 20-F: Key Disclosure Trends and Compliance Considerations for FPIs

View blog

Article

Investment Companies 2026 Outlook

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Guide

DFIN GIC Regulatory Filing Coverage Guide

View guide

Press Release

DFIN Launches Active Intelligence™, its AI Suite Driving Smarter Compliance

Read press release

Resources

How Compliance Workflow Automation Transforms Financial Reporting

View resource

Resources

What is a Virtual Data Room (VDR)?

What Is a Virtual Data Room (VDR)?
View resource

Resources

What is a Due Diligence Data Room?

What is a Due Diligence Data Room?
View resource

Resources

The Top 5 Benefits of Virtual Data Rooms

The Top 5 Benefits of Virtual Data Rooms
View resource

Resources

The Role of Financial Reporting in Building Investor Confidence

The Role of Financial Reporting in Building Investor Confidence
View resource

Resources

Peer Benchmarking in Financial Reporting

Peer Benchmarking in Financial Reporting
View resource

Resources

Legal Data Rooms: Secure Document Management and Collaboration for Legal Services

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Resources

How Historical Filing Analysis Strengthens Financial Reporting

Historical Filing Analysis
View resource

Article

DFIN at the 2025 Asia Pacific Capital Markets Forum: Why London Remains a Strategic Listing Destination for APAC Issuers

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Resources

Protecting Financial Data Privacy in the Age of Artificial Intelligence

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Blog

Q4 2025 Market Outlook: Balancing the AI Boom and Economic Reality

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Resources

SEC Form TA-2

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Resources

What is SEC Regulation S-K?

DFIN Blog - SEC Forms and Reporting
View resource

Fact Sheet

ArcFlex – Flexible Financial Reporting


View fact sheet

Calendar

2026 Investment Companies Regulatory Calendar

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Video

Webinar Replay: Anatomy of a Proxy

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