Title
Supreme Court
Rules on Annual Stockholders Meeting and Proxies
Law
Sec Memorandum Circular No. 5
Decision Date
Aug 6, 1996
Perfecto R. Yasay, Jr. mandates publicly listed corporations to conduct annual stockholders' meetings for director elections, establish standardized proxy procedures, and ensure compliance with the Corporation Code and Revised Securities Act to enhance corporate governance and shareholder participation.

Law Summary

Venue for Annual Meeting

  • Must be held in the city or municipality of the corporation's principal office.
  • If feasible, the meeting should be at the principal office itself.
  • Metro Manila is considered a single city or municipality for this purpose.

Notice of Annual Meeting

  • Written notice stating date, time, and place must be sent to stockholders at least two weeks prior.
  • Notice must also state date, time, and place for validation of proxies, at least five days prior to the meeting.
  • Stockholders or their counsel have the right to be present.

Postponement of Meeting

  • Justifiable reason required for postponement, with written notice to the Commission within ten days.
  • Postponement requires a sworn written statement by the President or Secretary.
  • No postponement allowed without justifiable reasons.

Commission Powers Regarding Annual Meeting

  • The SEC can call or supervise the meeting if the corporation fails to do so for justifiable reasons.
  • The SEC may send representatives or observers to stockholders' meetings under conditions deemed appropriate.

Stock and Transfer Book Closure and List Submission

  • Stock and transfer book closes at least twenty days before the meeting to prepare the list of stockholders entitled to vote.
  • A copy of this list must be submitted to the SEC at least fifteen days before the meeting.

Proxy Execution and Acceptance - General Principles

  • Corporate by-laws govern proxy procedures, but minimum formalities under the Corporation Code and Revised Securities Act must be met.
  • Lack of documentary stamps on a proxy does not invalidate it but limits its use as evidence until stamps are affixed.
  • Proxy notarization is not required unless by by-laws.

Proxy Details and Validity

  • Blank proxy names may be filled by the issuer or recipient.
  • Undated proxies use postmark or date of presentation to determine validity.
  • Corporate proxies must be certified by Corporate Secretary with board resolution.

Proxy Submission and Multiple Proxies

  • Proxies must be submitted according to by-law cut-off dates or at least ten days before the meeting if no date set.
  • The latest proxy revokes earlier ones from the same stockholder.
  • When multiple undated proxies exist, the latest by postmark or presentation time is accepted.
  • Proxies given to multiple persons in the alternative allow the alternate to act only if the other fails to attend.

Proxy Validity Scope and Legal Representatives

  • A proxy is valid only for the intended meeting.
  • Executors, administrators, and legal representatives can attend and vote without a proxy.

Handling Multiple Proxies and Joint Ownership

  • Number of shares represented by each proxy must be specified; if absent, shares are allocated equally or as per indicated numbers.
  • By-laws may limit number of proxies designated.
  • Joint owners must all consent to appoint or revoke proxies.
  • Owners with "and/or" shares require only one to appoint or revoke.

Proxies Executed Abroad and Stock Exchange Member Rules

  • Proxies executed abroad require authentication by Philippine Embassy or Consulate.
  • Stock exchange members and brokers cannot give proxies on customer securities without written authorization from the customer.
  • Broker proxies must be accompanied by sworn certification of customer consent.

Proxy Challenges and Presumptions

  • Proxies are presumed valid if prima facie authentic and no timely valid challenge is made.
  • Stockholders without signature cards are not invalidated unless refusal to submit was duly demanded and ignored.

Proxy Validation and Dispute Resolution

  • Board of Directors appoints a special committee to validate proxies.
  • Disputes resolved by SEC upon complaint or supervision officer's intervention.

Penalties for Non-Compliance

  • Violations subject to administrative sanctions under the Corporation Code, Revised Securities Act, and PD 902-A as amended.

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