Corporate Disclosure.  Corporate disclosure is information public companies, mutual funds and corporate insiders must disclose to the investing public.

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Presentation transcript:

Corporate Disclosure

 Corporate disclosure is information public companies, mutual funds and corporate insiders must disclose to the investing public.  Who cares? The government! It’s a legal requirement.  Some examples of documents include:  10K / Annual Reports  3, 4, 5 / Insider Transactions  425A / Prospectuses What is Corporate Disclosure? 2

 Industry Awareness  Competitive Intelligence  Strategic Decision Making  Business Development  IFRS Reporting / Transition  Financial Reporting Examples / Trends  Note Disclosure Examples  Best Practices  Investor Relations  Risk Management  Precedent Research What Information Can You Get From Filings? 3

 Financial Services  Investment  Government  Resource Sector  Legal  Corporate  Accounting Which Industries Does Corporate Disclosure Affect? 4

Who Benefits from Corporate Disclosure Filings?

 Marketing  Who: Communications Experts  What: Press Releases  Why: Benchmarking  Sales & Business Development  Who: Sales Experts & Analysts  What: Targeted Prospect Lists  Why: Create quick, easy, accurate and targeted lists  Investor Relations  Who: VPs, Analysts, Associates, Managers  What: Mergers, Acquisitions, Financing, Press Releases  Why: Real-time alerts and instant notification Who Benefits from Corporate Disclosure Filings? 6

 Corporate Actions  Who: VPs, Project Managers  What: Plans of Arrangement, Take-Over Bids, Director’s Circulars  Why: Real-time alerts and instant notification  Finance  Who: CFOs, VPs, Controllers, Analysts, Accountants, Auditors  What: Financial Statements / Note Disclosures  Why: Benchmarking Who Benefits from Corporate Disclosure Filings? 7

 Legal  Who: Managing Partners, Associates, Paralegals, Articling Students, Librarians, Knowledge Management Teams  What: Precedents & Alerts  Why: Draft agreements, database of precedents and monitor prospects  Client Services  Who: Managers, Associates  What: Reports, Contracts, Agreements  Why: Monitor clients and track documents Who Benefits from Corporate Disclosure Filings? 8

Interested in learning more about corporate disclosure? Contact us. DisclosureNet™ 330 Bay Street, Suite 200 Toronto, ON M5H2S8 T: F: Sales T: x2 Learn More 9 Training & Support T: x1 General Inquiries T: x0