EQ Views
Take Control Of your Investor Targeting Programme
Thursday, 27 July 2023Ensuring that you have the best shareholder profile can be a complex task. Mark Robinson outlines six key steps to achieve successful investor targeting.
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Managing Shareholder Questions At Your AGM For Effective Engagement
Monday, 26 June 2023Client Director Madeleine Cordes advises on actions the Company Secretary can take to ensure that the Company is well-prepared for an AGM. Effective engagement with shareholders is particularly important at the Q&A section of the meeting.
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FCA Complaints Data Trends And the Role Of Root Cause Analysis
Thursday, 15 June 2023The latest FCA data indicates that many firms are firefighting rather than maximising root cause analysis to reduce complaints. We look at how companies can turn this around and put their data to work.
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Webinar - The Effective Company Secretariat
Thursday, 15 June 2023EQ Advisory ran a very successful webinar on The Effective Company Secretariat, with special thanks to Madeleine Cordes, and her guest speakers for an informative discussion – you can watch the webinar here.
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Understanding And Adapting To Customer Vulnerabilities
Tuesday, 6 June 2023Learnings for the Extra Support Club Discussion Group, EQ reviews how regulated companies are acting decisively to support the increasingly complex needs of their vulnerable customers during the cost-of-living crisis.
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SAYE (Sharesave) Bonus Rates Reintroduced
Friday, 2 June 2023After nearly ten years, SAYE (Sharesave) bonus rates are back with HMRC publishing a new savings prospectus taking effect from 18 August 2023. To simplify how they are set going forward, bonus rates will be linked to Bank of England Bank Rates.
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