Broadridge offers a complete range of execution, clearing and custody services as well as technology and operations outsourcing solutions for both retail and institutional firms.

Leveraging the latest technologies, Broadridge offers comprehensive investor communications, document management and proxy processing services to companies around the globe each day. Our services help clients streamline their business processing and reduce costs.

BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets. It operates in 34 countries and serves more than 100 markets. The company is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. It has $19.5 trillion in assets under custody and administration and $881 billion in assets under management, services more than $11 trillion in outstanding debt, and processes global payments averaging $1.8 trillion per day.

Additional information is available at bnymellon.com.

Citi, the leading global financial services company, has approximately 200 million customer accounts and does business in more than 140 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services. Citi's mutual fund services include fund accounting, fund administration, transfer agency and compliance support. Additional investor solutions include local and global custody, clearing, escrow and trustee, depository receipts, securities finance, middle office outsourcing solutions, cash management, prime finance, foreign exchange, hedge and private equity services. Citi has the modularity of offerings, flexibility of choice and the singular capability to support fund products to a wide-ranging client base.

Stradley Ronon's investment management practice has earned national recognition for the range and breadth of its representation of investment company clients – with more than 700 separate funds and assets under management totaling nearly $1 trillion – including several of the largest investment company complexes in the country. It also serves as independent legal counsel to investment company independent directors/trustees. Counseling clients since 1926, Stradley Ronon's more than 195 attorneys also advise these and other publicly held corporations, non-profit organizations, small businesses, entrepreneurs and individuals on legal challenges involving taxation, financing, restructuring, government relations, litigation, alternative dispute resolution and intellectual property.