What we think

Insights - What We Think

19Apr2021

UK Transfer Agency: How we treat vulnerable customers fairly

During a pandemic or otherwise, treating customers fairly is at the forefront of our focus.

26Mar2021

Transfer Agency: seamless processes for investors at the touch of a button

Transfer Agencies (TA) have faced many industry changes, particularly in 2020. Investors have had to adapt and so has the TA – fast.

04Feb2021

Virtual AGMs in 2020

How we scale and flex to help our clients, large and small.

27Jan2021

UK Dividend Monitor Q4 2020 webcast highlights

Was the worst recession in 300 years as bad for investors as it could have been? Find out from our market experts.

18Jan2021

A review of General Meetings – 2019 v 2020

During 2020, we again analysed the voting results of our client General Meetings (GMs) in the UK and Ireland.

11Dec2020

CP86 December update: what does it mean for SMICs?

The Central Bank of Ireland’s (CBI) latest review included updated guidance that all Irish fund management companies (FMC) must appoint a minimum of three full-time employees (FTE). Find out how we can help.

16Oct2020

CP86 substance requirements

How your Self-Managed Investment Company can transition to a third-party Management Company.

15Oct2020

ESMA’s letter

Proposed amendments to the Alternative Investment Fund Managers Directive

14Sep2020

Who are the investors powering a post-referendum FTSE revival?

Our investor relations specialists, Orient Capital, are in a unique position to understand share ownership data.

07Sep2020

Delivering virtual AGMs in Germany

When Germany locked down into its new protective measures, listed organisations faced new challenges. They needed to hold general meetings without the physical presence of their shareholders to prevent the spread of COVID-19.

20Jul2020