Advising companies on their ongoing engagement with the investment community, as well as on special situations.

In today’s investment environment, shareholders are increasingly demanding accountability and transparency from corporate management, and exerting their influence over companies’ business affairs and corporate governance.

Forbes International Transfer’s investor relations strategies allow us to advise companies on their engagement and communications with participants in the global financial markets to ensure that their securities are valued appropriately, and within the context of their performance and the market environment. Our investor relations consultants make sure that clients have the support of their financial stakeholders, both on an ongoing basis and through major transformations and special situations.

The investor relations practice offers a full-suite of integrated capabilities, advising companies on their ongoing communications and engagement with the investment community, as well as on special situations.

Here are just a few examples of our investor relations services:

• Transparent and timely investor communications
• Subscription document review and resolution of not in good order (NIGO) items
• Creation of investor forms and marketing materials for new fund launches
• Full custodian support from initial fund approval through distributions, reporting, transfers, and redemptions
• Management of fund closings and admittance of new investors
• Sales and commission reporting
• Facilitation and relationship management with 3rd party transfer agents
• Marketing materials support including budgeting, ordering, and mailing kits
• Anti-money laundering (AML) compliance
• Know your customer (KYC) compliance

Keep your investors informed, supported, and engaged. Contact us to learn how.