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:

  1. Download the mailing planner form, and enter your mailing details. Input your date in the dd/mmm/yy format (e.g., 01/May/2007). Please note dates must be business days and not weekends or holidays.
  2. For help with any field, please move the cursor to that field and press the F1 key on your computer.
  3. The pink-shaded sections of this form should only be completed if the mailing will be sent to your non-registered investors.
  4. Save the completed form to a folder on your hard drive.
  5. E-mail the completed form to TCS-Mailings_& Please make sure to send a copy to your CST client service manager. You may also fax this form to 1-800-354-0463. 


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. 




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