Disclosure & regulatory filings

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Investor communications

Financial communications require careful coordination between the people who prepare, approve, file, and publish information. Bring those workflows together with a clear approval process and a coordinated publication plan.

EDGAR filing

Coordinate document preparation, review, and submission with the team responsible for US securities filings. Filing work and public news distribution are distinct steps that need their own approvals.

XBRL

Keep structured financial data consistent with the approved underlying financial information. Assign ownership for checking both the data and the presentation before submission.

Canadian filings

Coordinate Canadian filings with your finance and legal teams. Confirm the applicable submission process and keep the approved announcement aligned with its supporting documents.

UK regulatory filing

Plan UK disclosures with the people responsible for preparing, approving, and publishing the information. Confirm requirements and deadlines with the relevant authority and your professional advisers.

Current distribution enquiries

Discuss your press release distribution needs with our team. Share the publication schedule, required approvals, and any coordination your announcement needs.

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How should I plan a disclosure announcement?

Bring your finance, legal, and communications teams together early. Agree on the approved information, filing responsibilities, and publication sequence before setting a release time.

Is release distribution the same as regulatory filing?

They are distinct workflows. Treat document preparation, approval, filing, and news publication as separate steps in your plan, with responsibilities agreed by the relevant teams.

What should the communications team coordinate?

Keep approved documents, release copy, spokesperson information, and the publication schedule consistent. Ask your legal and finance teams to confirm the sequence and requirements that apply to the announcement.

Who should confirm my filing requirements?

Your legal and finance advisers should confirm the requirements that apply to your announcement. Discuss press release distribution with our team and coordinate the two workflows around the approved schedule.

Should the release and filing be published at the same time?

Your legal and finance advisers should confirm the required sequence. Agree on the timing in advance and make sure everyone involved knows the approved schedule.

What should investor-facing releases include?

Clear facts, consistent figures, appropriate forward-looking statement language where required, and contacts for investors and media. Keep the tone factual and the structure easy to scan.

How should we handle corrections?

Agree on a correction process before publication. If an error occurs, work with your advisers to publish an accurate update promptly and make the change easy to identify.

Your next announcement

Plan the publishing side of your announcement.

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