Products tagged with 'investor relations form'

Hire an investor relations manager to handle your company's dealings with its investors and shareholders with this easy template contract form for Canadian companies.

• The contractor is an independent contractor, not an employee.
• The contract is non-exclusive and the contractor is not required to devote all of his/her time and efforts to providing the services, provided that the contractor does not provide similar services to competitors or customers of the client.
• The fee will be as agreed between the parties, however a minimum monthly fee will be paid regardless.
• The contractor's confidentiality obligations survive the termination of the contract.
• Available in MS Word format and fully customizable.
• Intended to be used only in Canada.

Use this handy checklist and planning guide to help you with the preparation and planning required for a variety of corporate meetings.

• This guide deals with:
  • annual meetings of a corporation's directors and shareholders,
  • special shareholder meetings,
  • other corporate meetings and special events.
• This guide was written to assist those persons who are planning and preparing for a corporate meeting for the first time, and to prompt new ideas for the experienced meeting planner.
• Available as a free PDF download.

Discover how to develop an investor relations program for your company with this 8-page downloadable guide.

• The guide was created by the Osborne Group Inc., a Canadian project management and business coaching firm.
• It was prepared to illustrate how companies can ensure that their investors have a good level of understanding about the business and its operations.
• You will also find tips on how to promote better communication between the company and its financial partners.
• If your company has investors who are not actively involved in the business, this guide will be a valuable information resource.
• Available as a free PDF download.

If your role involves raising capital, you need to understand the different types of investors. This 13-page article can help you do that.

The article describes the most significant roles in the investment community and explains the characteristics of each type of investor. Learn more about:

• Direct investors.
• Investment advisors.
• Institutional analysts.
• Portfolio managers.
• Pension fund and investment managers.
• Self-managed pension funds.
• Insurance companies (life, property and casualty).
• Bank trust departments and investment subsidiaries.
• University endowment funds.
• Foreign institutions.
• Brokers and brokerage traders.
• Investment clubs.
• Market makers and specialists.
• Business / financial editors and columnists.

As a fund raiser, you need this valuable information to help you fulfill your role better. Get a copy of Understanding Investors: An Overview of Roles and Relationships today.

Use this handy preparation checklist and planning guide to help you get ready for a meeting of investors.

• This free checklist covers the various aspects involved in holding an investor meeting, including:
  • making travel arrangements for out-of-town attendees,
  • rehearsal,
  • staging,
  • follow-up.
• If your company has investors who are not actively involved in the business, this guide can help you develop your investor relations strategy.
• Available as a free PDF download.

What are angel investors? Find out with this insightful expert guide.

• Angel investors are independent investors who may demand a level of participation and control in return for their investment.
• The guide discusses the special issues that may arise in such situations, such as what the advantages are of bringing angel investors into your company.
• Learn how to balance the deal favorably for both the investor and the business.
• Angel Investors: Structuring Deals That Work is available in PDF format, and is geared toward companies seeking investors in Canada.