Meet the Board - Changing the Game!
Meet the Board - Changing the Game!

Are you at risk of violating SEC rules and recommendations in your mobile proxy?

The industry is changing because investors are changing. Mobile devices have already become the go-to platform for Millennials and Gen Xers, who now make up over 2/3rds of the workforce.

It is crucial today to present your proxy materials in a mobile-friendly way, but it's also critical that you ensure you're meeting SEC rules and recommendations.

What is a "mobile proxy" and why is PDF insufficient?

Mobile proxy products are designed to replace the traditional PDF approach with a user-friendly solution that includes better navigation, better presentation, no required user configuration, and much more. PDF files are outdated – they are not designed to embrace mobile devices and because of this, they often fail to meet SEC requirements. To view a PDF on a smartphone requires extensive scrolling to read, thus not providing an equally good experience as the printed version (a SEC requirement). Furthermore, on stock Apple devices, the built-in PDF reader does not have full-text searching (another SEC requirement). Users have to be aware and savvy enough to configure and utilize the correct software in order for the PDF to allow searching and cross-linking to work properly.

By designing your proxy statement for mobile users, you engage your digital investors in a powerful way – a way that the traditional PDF method simply cannot. After you go mobile, make sure you maintain SEC compliance by answering these simple questions to determine if your mobile proxy is meeting regulatory guidelines:

Does your mobile proxy hide specific content from mobile users?

Try it for yourself, open up your proxy statement on a mobile device and check - can you search for all information in the document? Can you find information in every table and chart? Surprisingly, many industry solutions available today do not include this SEC-required capability presenting mobile users with a different, less comprehensive experience than desktop/laptop users. This is a pervasive issue for a number of products available today.

Can you navigate your mobile proxy as easily as the printed version?

The SEC specifically states that users should be able to use hyperlinks and linkable table of contents to quickly and easily navigate the document. Surprisingly, many industry solutions have poor navigation and present a mobile proxy that is actually harder to use than a printed document. EZOnlineDocuments' solution includes award-winning Tiles Navigation, an intuitive table of contents, full-text searching, and much more to help mobile investors easily navigate the entire document.

Is your mobile proxy hosted on a tracking-cookie free site?

The SEC does not allow for tracking cookies, seeking to ensure that online documents do not infringe on investor's anonymity. EZOnlineDocuments' hosting, a mature service available since 1998, has always been SEC-compliant to ensure investors remain anonymous while reviewing documents.

Go Mobile. Stay Compliant.

Use EZOnlineDocuments to ensure you're meeting the needs of your mobile investors while maintaining compliance with SEC rules and recommendations.

It's not too late for this season - take your proxy statement mobile to your investors in a fully compliant way by contacting EZOnlineDocuments today.

EZOnlineDocuments, LLC
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