1. Communication Schedule

2. 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 S
Corporate s
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 s from Salesmen to contacts
DS&M / BH
CRM /
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
/Web
Sales Aid
Performance Pack Template
Updates to Website
BH/CH
If required
If required by BH

3. 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 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

4. 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
CEO/CFO/CM
TRAINING MATERIAL
Training Manuals
Clients BH
CRM/ / Website
3 Days or as agreed
Training Videos
Website
Training Updates
CRM

5. 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 / 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.
Cross department updates within the business
KEY
CEO
CFO
DS&M BH
COO
MD Jersey SM CM RM
Compliance – UK / Jersey