Communication Schedule
Communications Schedule What Audience Who Method of Distribution CM Edit BH Sign off required Compliance Sign off Required Final Check Required Responsible for Final Check Turn-around EMAILS Corporate emails Clients/IMS/Partners/ Prospects DS&M CRM Y CEO/CFO/ CM 2 Days Product Marketing Clients/IMS/ Partners/ Prospects CM 3 Days Notification of news / views from Praemium N 1 Day Follow up emails from Salesmen to contacts DS&M / BH CRM / Email MARKETING COLLATERAL Presentation Template PowerPoint CM & compliance (if investment related 3 days or as agreed Brochures PDF/Print CM & compliance (if investment related) Factsheet Template Email/Web Sales Aid Performance Pack Template Updates to Website BH/CH If required If required by BH
Communications Schedule What Audience Who Method of Distribution CM Edit BH Sign off required Compliance Sign off Required Final Check Required Responsible for Final Check Turn-around SALES MISC Pricing Proposals Prospects DS&M Email N Y 1 Day Next Step Documents Client Docs Collateral Client Approval Form DS&M + COO/ MD Jersey/ CEO when not BAU N/A Y (See CAF Signoff requirements) White-labelled Brochure Clients PDF White-Labelled Presentation 2 Days Landing Page Website Mandate & Associated Docs
Communications Schedule What Audience Who Method of Distribution CM Edit BH Sign off required Compliance Sign off Required Final Check Required Responsible for Final Check Turn-around PR Adverts General Market DS&M Print/ Web / Softcopy Y CM & compliance (if investment related) 2 Days Advertorials CM 3 Days Editorials N Press Releases Email CEO/CFO/CM TRAINING MATERIAL Training Manuals Clients BH CRM/Email/ Website 3 Days or as agreed Training Videos Website Training Updates CRM
Communications Schedule What Audience Who Method of Distribution CM Edit BH Sign off required Compliance Sign off Required Final Check Required Responsible for Final Check Turn-around OPERATIONS Notification of operational changes/ updates Clients / Partners BH CRM / Email N Y If required by BH CM 1 Day INTERNAL COMMUNICATIONS Whole company updates on finance/ sales/ business All internal CEO Yammer Regular updates on departments e.g. sales progress / products etc. Email Cross department updates within the business KEY CEO CFO DS&M BH COO MD Jersey SM CM RM Compliance – UK / Jersey