Shareholder Messages Content Guidelines

Effective as of 1-13-2023

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Bad messaging practices are not just bad news for Say, but for your business too. The purpose of Shareholder Messages is to give companies direct access to shareholders to nurture and understand them to build better alignment. We want Shareholder Messages to help you create valuable, personal interactions between you and your
shareholders.
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High complaint rates mean people receiving the messages are not happy about it or that the messages are not effectively reaching the targeted audience. These guidelines are written to protect both your and Say’s email and other electronic messaging reputation. Before you can send your first message, you will need to confirm that you are happy to comply with these guidelines.

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Avoid advertisements: Don’t disseminate any unsolicited or unauthorized advertising, promotional materials.
No spam: Avoid transmitting the same message multiple times, junk or other spam mail. If your shareholders wouldn’t want to receive the message it is likely spam.
Only great content: Don’t send anything offensive, distressing, obscene, hateful, unlawful or otherwise objectionable, including “get rich quick” or pyramid schemes, using Shareholder Messages.
Be authentic: Don’t mislead the recipient into thinking they’re hearing from someone outside your organization.
Respect other content: Verify your material does not infringe any patent, trademark, trade secret, copyright or other proprietary rights of any party.
No information solicitation: Don’t solicit personal information from shareholders.

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These guidelines sit alongside, and are in addition to our Terms of Use and our Privacy Policy. As a Say customer you accept that you will adhere to these guidelines and that they are subject to change periodically. If we feel you are misusing our products or services or otherwise in violation of the Terms of Use or our Privacy Policy, we reserve
the right to, without notice and without liability, suspend, withdraw or terminate access to our products and services entirely.

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We know that occasionally things can go wrong and mistakes can be made. If at any time you are concerned that these guidelines may have been breached then please do notify us as soon as you become aware at partners@saytechnologies.com.
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Note: Say Technologies, LLC is a platform for shareholder engagement services and has no obligation to control or monitor messages. You are solely responsible for the validity, accuracy and completeness of content sent to shareholders and for compliance with all applicable laws, rules, and regulations (including but not limited to any securities laws relating to proxy solicitation and other financial disclosure).

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