Investor Mailing Planner
CST offers a comprehensive set of tools to help you communicate with your investors. To help ensure that mailings are done accurately and in a timely manner CST has created an investor mailing planner.
To complete the mailing planner electronically, please follow these instructions:
If you are using both electronic distribution and regular mail to communicate with your investors, please indicate this by checking the eDistribution box on the form.
We ask that the you forward the completed form to us at least 10 business days prior to your requested record date.
If you require any assistance in completing this form, or have any questions, please contact your client service manager.