Insights - What We Think


UK Transfer Agency: How we treat vulnerable customers fairly

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

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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.

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Virtual AGMs in 2020

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

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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.

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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.

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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.

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CP86 substance requirements

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

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ESMA’s letter

Proposed amendments to the Alternative Investment Fund Managers Directive

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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.

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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.

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How do dormant assets help good causes in the UK?

Did you know that £2bn worth of unclaimed assets could be used to benefit communities around the UK?

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Orient Capital: 'the new normal'

Our Investor Relations specialists talk about the recent changes they've seen in shareholder monitoring and engagement.

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