Okapi - Information Agent Services
           
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  Services For Mutual Funds
Information Agent Services


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We serve as Information Agent for closed-end funds requiring any corporate action, including a tender or an exchange offer, a rights offering, a share buyback or the shareholder election related to any such action.  Each such action requires proper planning and communication to ensure optimal results.  For these transactions, we provide strategic, tactical and content-related advice, and coordinate timing and mechanics. We oversee the production and distribution of materials to shareholders, as well as to banks, brokers, and other intermediaries. Through our call centers, we contact investors and respond to inquiries using dedicated toll-free phone numbers – always with the focus on making sure that all investors can get answers to questions and respond appropriately. Long-standing working relationships with leading investment banks and legal and financial public relations firms ensure well-executed, successful transactions.

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Strategic Advice and Execution for Proxy Solicitation and Investor Response Campaigns. 

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Reproduction in whole or in part in any form or medium without express written permission of OKAPI Partners is prohibited.