AGM Guide: How to Plan a Seamless AGM Experience

3 Sep 2025

As a leading provider of share registry and associated services, BoardRoom has supported numerous companies in delivering successful Annual General Meetings (AGMs). With physical, hybrid and virtual meeting options now widely used, our dedicated Meetings Team helps clients plan and execute meetings that meet the needs of both boards and shareholders.

We are pleased to share our latest AGM Guide, offering practical insights and key considerations to help your company plan and deliver a seamless AGM experience.

AGM Guide Cover

The guide explores:

  • AGM formats – physical, hybrid, and virtual
  • Timeline planning and early date confirmation
  • Tailored communications for key resolutions
  • Institutional investor engagement through Proxymity
  • AGM Access Letters and cost efficiencies
  • Emerging shareholder themes in 2025
  • Additional value-added AGM services to enhance the shareholder experience

Key Takeaway

A well-managed AGM starts with early planning and the right approach to shareholder engagement. By leveraging BoardRoom’s expertise and value-added services, your company can deliver an efficient and effective meeting experience for all stakeholders.

Click the link below to download the guide and stay informed about the latest AGM trends.

Contact BoardRoom for more information:

Steve Hodkin

Head of Listed Client Services

steve.hodkin@boardroomlimited.com.au
+61 2 9290 9630

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