How to manage questions in your VSM

Our Virtual Shareholder Meeting system can manage questions any way you want. Here are the options and how-to instructions.

1. What are the main features of the questions VSM system?

  • The VSM system allows investors with control numbers to register online and (optionally - see below) submit questions.
  • Questions will not be seen or heard by other investors on the webcast and/or using telephone access.
  • You can decide how to handle questions (see below).
  • A full list of any submitted questions, who asked it, and more information will be part of your questions report after the meeting.

2. What options are there to manage investor questions?

You can handle questions any way you want

There are multiple ways to handle questions. Here are the most common choices:

  1. Gather questions from investors and respond directly to them after the meeting

    This most common option is to open up the VSM microsite to allow submission of questions before and/or during the meeting and mention in your meeting script that all questions will be answered directly to the investor after the meeting. A full report of questions submitted is provided to you after the meeting.

  2. Open questions before and/or during the meeting and respond directly to them during the live webcast

    You can have access to the list of submitted questions live during the meeting and respond in the meeting itself (see below).

  3. Gather questions from investors before the meeting

    The VSM system can open for registration before the meeting and allow submission of questions up to a specified date and time. Then the list of questions can be provided so you can address them either in the meeting or afterward.

  4. Other variations are supported, the solution is flexible to meet your needs

    Questions can be restricted to only during the live meeting or allowed before and during with some being answered live and some as a follow-up, or disabled completely on the VSM site and instructions provided on the microsite with how investors can send in questions via email or some other method. Work with your VSM meeting coordinator to have questions done the way you want.

Whatever choices you make you can communicate to investors in your meeting script and on the VSM "microsite".

2. How do I manage questions if answering live?

  1. The "question administrator" will be the person in your meeting responsible for having a device connected to the internet, logging into the question administrator admin page, and monitoring questions submitted.
  2. Your meeting coordinator will provide an email to the question administrator with a link and login credentials.
  3. You can have multiple people monitoring the questions using the same credentials.
  4. The provided link will bring you to a login page and then a list of your meeting questions.

The question administrator interface has several buttons and a filter to help you manage questions. Each question also indicates the name of the investor, what type (Registered Shareholder, Beneficial Owner, Guest), and the time they submitted the question.

  • The Show Untagged button will refresh the list of submitted questions, use often during the live meeting to see new questions.
  • Each question has several actions you can take:
    1. Answer Later - this will remove the question from the untagged list. It will still be part of the question report so you can then answer this question after the meeting.
    2. Answered - use this to indicate that the question was answered in the meeting.
    3. Ignore - use this to remove the question from the list. It will still be part of the question report but flagged as a question ignored in the meeting.
  • The Delete Dry Run Questions button will remove any questions asked during the dry run test.
  • The Questions Report button will create an Excel download file of all the questions submitted.
  • The Filter on the far right allows you to review questions marked in different statuses. If you accidentially ignored a question, you can go to the filter to see it and change that as needed.

If you have any other questions or want a conference call to try the system out, contact your meeting coordinator.

Continental Stock Transfer & Trust Company
1 State Street   |   30th Floor
New York NY, 10004
917.262.2373   |   Shareholder Meeting & Proxy Services
www.cstproxy.com