From your room to the boardroom.
Live, interactive presentations, with management,
from UK listed companies that matter to you, regardless of the number of
shares you own,
or where you live.
We help you make an informed decision.
or where you live.
We help you make an informed decision.
"We believe that all investors should be treated fairly,
equally and on a non-discriminatory
basis."
We are not alone in seeing the benefits of engaging fairly and equally with Individual Investors.
The fact is it's not fair or equal.
Companies need to engage with all investors not just the biggest.
84%
As reported in the Corporate Governance Statements of their annual report.
What does that mean?
You don't get the same opportunity to engage, to ask questions to make a more informed decision.Here is an example of what we found
"The Chief Executive Officer and Chief Financial Officer make presentations to institutional shareholders and analysts each year immediately following the release of the full-year and half-year results."
"The AGM is the principal forum for dialogue with private shareholders."
That's not fair or equal.
It's a
big problem
, ask the regulator.
“Smaller investors can be overlooked when board focus is primarily on major shareholders."
To make an informed investment decision you need access to the same information at the same time as everyone else.
It’s called being fair
92%
If it's so important or critical to Institutions to have direct access to company management...
Why isn't the same opportunity available to you?
It is now.
Companies can now engage with all investors. Be part of the investor roadshow regardless of the number of shares you own or where you live.
It’s free and easy to access.
Equal
Access companies at the same time. Now be part of the investor roadshowJust the facts
No more noise. Clarity of information for an informed decisionInteractive
Live two way engagement directly with the management teamNo need to travel
Direct live management team presentations across any device from any locationFlexible Access
Access companies in between results. Demand Driven and Company Driven functionalityYou decide
Always be invited to presentations from companies that matter to you. Accept or decline. It’s up to youOur Guarantee to you
We guarantee to approach all companies that you add to meet, we believe in transparency, so you will be able to see when we approached a company to join the platform.
How would you feel if the largest domestic owner of UK listed companies wanted to meet you but there was no way of making it happen?
Individual Investors are collectively the largest domestic owner of UK listed companies by value
But because they are the hardest to access with no central platform to enable direct engagement.
They can be overlooked
Source: Office of National Statistics
That's not fair or equal.
It's a big
problem, ask the regulator.
“Smaller investors can be overlooked when board focus is primarily on major shareholders."
Source: Financial Reporting Council
How many of these Individual Investors have you directly presented your investment case to?
It’s too big an opportunity to overlook.
4.5m+
Accounts
18.7m+
Transactions
That's why we are integrating our technology directly with wealth management platforms.
Through our partnership with PIMFA, the UK’s leading trade association for wealth managers whose members represent
180+
Wealth Managers
£825bil
AUM
5.5m
Accounts
We look to access the individual investor where they hold your shares.
We offer more than just engagement,
it's
about
verifiable Governance
too
"The focus of the UK Corporate Governance code and QCA code remains on engagement between the company, shareholders and their stakeholders."
Whichever Corporate Governance code you follow, it’s important to engage with all investors, not just the biggest.
FRC - Financial Reporting Council
Principle 1-D
The board should ensure effective engagement with, and encourage participation from shareholders and stakeholders. Provision (3)
The chair should ensure that the board as a whole has a clear understanding of the views of shareholders. Provision (5)
The board should keep engagement mechanisms under review so that they remain effective.
Source: Financial Reporting Council
The board should ensure effective engagement with, and encourage participation from shareholders and stakeholders. Provision (3)
The chair should ensure that the board as a whole has a clear understanding of the views of shareholders. Provision (5)
The board should keep engagement mechanisms under review so that they remain effective.
Source: Financial Reporting Council
QCA - Quoted Companies Alliance
Principle 2
Seek to understand and meet shareholder needs and expectations. Principle 10
Communicate how the company is governed and performing by maintaining dialogue with shareholders.
Source: Quoted Companies Alliance
Seek to understand and meet shareholder needs and expectations. Principle 10
Communicate how the company is governed and performing by maintaining dialogue with shareholders.
Source: Quoted Companies Alliance
It’s how you approach Corporate Governance that’s important
FRC - Financial Reporting Council
It is important to report meaningfully when discussing the application of the Principles and to avoid boilerplate reporting.
The focus should be on how these have been applied, articulating what action has been taken and the resulting outcomes.
High-quality reporting will include signposting and cross-referencing to those parts of the annual report that describe how the Principles have been applied.
Source:
The UK Corporate Governance Code
QCA - Quoted Companies Alliance
The correct application of the QCA Code requires that the chair provides a clear explanation of how the company applies the QCA Code in the corporate governance statement.
In particular, appropriate communication and reporting structures should exist between the board and all constituent parts of its shareholder base.
A healthy dialogue should exist between the board and all of its stakeholders, including shareholders, to enable all interested parties to come to informed decisions about the company.
In the absence of high-quality communication, existing or potential shareholders may conclude that a company’s board is not fully committed to safeguarding their interests.
Source:
Quoted Companies Alliance
Report meaningfully and demonstrate engagement?
How can the board have a clear understanding of the views of all shareholders?
Financial Reporting Council
Principle 1-D
Provision 3
Provision 3
Quoted Companies Alliance
Principle 2
How can the board ensure effective engagement, encourage participation and maintain dialogue with all shareholders?
Financial Reporting Council
Principle 1-D
Quoted Companies Alliance
Principle 10
Without knowing who the Individual Investors
are
or
how to contact them?
Now you can.
Directly engage with Individual Investors and deliver
Corporate Governance reporting through verified engagement.
All from one platform
for less than £10 per day.
Register Now