What Is Corporate Disclosure

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What Is Corporate Disclosure

  1. 1. Corporate Disclosure
  2. 2. What is 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 2
  3. 3. What Information Can You Get From Filings? 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 3
  4. 4. Which Industries Does Corporate Disclosure Affect? Financial Services Investment Government Resource Sector Legal Corporate Accounting 4
  5. 5. Who Benefits fromCorporate Disclosure Filings?
  6. 6. 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 6
  7. 7. Who Benefits from Corporate Disclosure Filings? 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 7
  8. 8. Who Benefits from Corporate Disclosure Filings? 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 8
  9. 9. Learn MoreInterested in learning more about corporate disclosure? Contact us.DisclosureNet™330 Bay Street, Suite 200Toronto, ON M5H2S8T: 866.974.3638F: 416.913.0446Sales Training & SupportT: 866.974.3638 x2 T: 866.974.3638 x1sales@disclosurenet.com support@disclosurenet.com General Inquiries T: 866.974.3638 x0 info@disclosurenet.com 9

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