Key Elements for Corporate Website Disclosure & Compliance for US and Non-US Dual Listed Companies
Are you looking to expand your investor base by dual listing? Considering a merger or IPO? Or a re-design of the corporate website?
In any of these situations, your corporate website can play a vital role in effectively communicating your message. As you know, first impressions are lasting, so it’s important to make it easy for potential investors to find and review all your corporate disclosures. By leveraging your company’s website, you have the best opportunity to tell your complete story in a transparent and engaging way.
In fact, investors have high expectations for corporate websites. They not only want to see the basics of your business but also have access to all the financial information they need to make informed decisions and investments.
In this article, we will provide you with best practice guidelines for investor relations webpage content that aligns with the standards set by NIRI and SEC for website disclosure. You will find a list of internally generated company content, which is typically static, as well as time-sensitive external content that requires regular updates. By importing this content, you can automatically alert investors about any changes in this category, saving you the stress of meeting posting deadlines.
Corporate website transparency becomes even more crucial as non-US companies choose to dual list and expand their potential investor base.
Consider these key content elements for website compliance:
External Content
US SEC filings / Canadian SEDAR filings
Besides being a best practice, the SEC requires that all listed companies disclose their SEC filings on the corporate website, not just a link to an external source.
Press Releases
Always be branding! Press releases and news with compelling images tell an exciting story about your company’s accomplishments.
Financial Highlights
Regardless of whether the financial highlights are positive, negative, or mixed, providing key data points with quarterly updates demonstrates a heightened level of transparency and fosters increased trust from investors.
Earnings Call Transcripts
Providing timely transcripts of earnings calls demonstrates a strong commitment to fostering transparent discussions with industry analysts.
Analyst Coverage
List the people and institutional organizations that follow and provide opinion and analytics to the industry.
Intraday Stock Quote
This common website feature provides updates on the company’s stock price on 15-20 minute delayed intervals.
If the company is listed on multiple exchanges, ensure that the stock information is provided for each of the exchanges.
End of Day Stock Chart
Offer a comprehensive overview of daily stock prices, incorporating advanced interactive tools for filtering. Enhance the user experience by including key performance indicators that provide a concise summary of crucial stock performance over the previous year.
If the company is listed on multiple exchanges, ensure that the stock information is provided for each of the exchanges for true transparency.
Investor Tools
Keep investors and media in the loop with the latest news, events, updates on stock prices, and management changes. Alerting also provides the company with contact list of interested investors.
Additionally, offer investors a user-friendly tool to calculate their investment return and provide easy access to historical stock price information.
Internal Content
Company Story
Tell your story in compelling terns by clarifying your business, how it was founded and your mission.
Corporate Strategy
Outline the strategies and approaches your company will employ to achieve its mission.
Executive Team
Include headshots, biographies, and achievements of the pivotal executives who are instrumental in propelling the company forward.
Board of Directors
Emphasize the directors, showcasing their extensive experience and expertise as they contribute invaluable insights and guidance to your company.
Events, Investor Presentations & Webcasts
Make sure to keep investors in the loop by offering a calendar of upcoming events, along with convenient links or downloads for Investor Presentation materials and webinars.
Corporate Governance Documents
Transparency is absolutely essential. Showcase to investors how the company is governed, including its guiding principles, procedures, oversight, and compliance activities. To make it easily accessible, provide PDFs or online links to the following:
· Bylaws, Articles of Incorporation
· Code of Ethics, EEO Report
· Annual Glossy Report
· Sustainability Report
· Committee Charters
IR Contact Information
It’s much better to showcase the Investor Relations contact information, including the individual’s name, direct phone number, and a personal email address, instead of using a generic ir@xxx.com screening email address. This approach clearly demonstrates your dedication to being accessible and transparent.
Click Contact us today for more information about Investor Relations Solutions from Kaleidoscope.
