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Corporate Disclosure

Corporate Disclosure. 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 :

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Corporate Disclosure

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  1. Corporate Disclosure

  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

  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

  4. Which Industries Does Corporate Disclosure Affect? • Financial Services • Investment • Government • Resource Sector • Legal • Corporate • Accounting

  5. Who Benefits from Corporate Disclosure Filings?

  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

  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

  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

  9. Learn More Interested in learning more about corporate disclosure? Contact us. DisclosureNet™ 330 Bay Street, Suite 200 Toronto, ON M5H2S8 T: 866.974.3638 F: 416.913.0446 Sales T: 866.974.3638 x2 sales@disclosurenet.com Training & Support T: 866.974.3638 x1 support@disclosurenet.com General Inquiries T: 866.974.3638 x0 info@disclosurenet.com

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