About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

JP Morgan Investor Services Votes For Crest

Subscribe to our newsletter

JPMorgan Investor Services is to use the recently launched Crest service for electronic voting. It provides an end-to-end electronic process for all corporate actions, including meeting notification and vote instructions from the issuer’s agent to the institutional investor.

JPMorgan is using the service as part of its efforts to help clients meet the increasing corporate governance demands of the 2002 Sarbane-Oxley Act and the Securities and Exchange Commission’s decision requiring mutual funds to disclose proxy votes. JPMorgan offers a service for all securities through an intraday web portal, online standing instruction maintenance, online vote activity reporting, 24-hour customer service and online access to complementary issuer-driven information.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: End-to-End Lineage for Financial Services: The Missing Link for Both Compliance and AI Readiness

The importance of complete robust end-to-end data lineage in financial services and capital markets cannot be overstated. Without the ability to trace and verify data across its lifecycle, many critical workflows – from trade reconciliation to risk management – cannot be executed effectively. At the top of the list is regulatory compliance. Regulators demand a...

BLOG

TRG Screen Launches AI Assist to Advance Reference Data Cost Management

Market data spend and usage management software provider TRG Screen has launched an artificial intelligence-powered capability to help financial institutions better manage spiralling data costs. The conversational AI interface sits on top of TRG Screen’s established Xmon platform, allowing users to interact with their own programme data using natural language. Instead of digging through technical reports, users can ask the system direct questions about cost optimisation opportunities and...

EVENT

TradingTech Summit London

Now in its 15th year the TradingTech Summit London brings together the European trading technology capital markets industry and examines the latest changes and innovations in trading technology and explores how technology is being deployed to create an edge in sell side and buy side capital markets financial institutions.

GUIDE

Regulatory Data Handbook 2025 – Thirteenth Edition

Welcome to the thirteenth edition of A-Team Group’s Regulatory Data Handbook, a unique and practical guide to capital markets regulation, regulatory change, and the data and data management requirements of compliance across Europe, the UK, US and Asia-Pacific. This year’s edition lands at a moment of accelerating regulatory divergence and intensifying data focused supervision. Inside,...