Press Release                  

PIMFA Announces Strategic Partnership with Investor Meet Company

Monday 21st October 2019

 

As champions of shareholder democracy PIMFA – the trade association for the personal investment and financial advice industry – is pleased to announce their strategic partnership with Investor Meet Company (IMC) as part of their PIMFA Plus initiative.

Launched at the PIMFA Annual Summit, the IMC platform provides the personal investment community and their clients with a free integrated digital solution to meet the evolving needs of individual investors, and for the first time levelling the playing field between individual and institutional investors. Through direct access to UK Listed companies via live, interactive management presentations around announcements, individual investors now can become part of the investor roadshow, empowering them to make more informed investment decisions.

Research has shown that 92% of institutional investors found meeting a company ‘as important or critical to’ their investment process. Both IMC and PIMFA believe that all individual investors, and the firms that invest on their behalf, should have the same opportunity to access company management, regardless of the number of shares they own or where they are located.

This partnership also offers investment firms the opportunity to directly engage and demonstrate how they conduct a dialogue with the companies they invest in on behalf of their clients – as required by the FCA CP19/7 (Improving shareholder engagement and increasing transparency around stewardship).

PIMFA Chief Executive Liz Field, said:

“As outlined in our Members Manifesto, an important part of our mission is to create the best possible environment so that our member firms can focus on delivering the highest service to clients, and we have been long-time campaigners for the growth of retail participation in shareholding and the need to build a UK culture of saving and investment.

Our Profession is keen to ensure that private investors feel engaged in the companies they own and through our collaboration with Investor Meet Company our members and their clients, can now benefit from an integrated solution that can provide direct engagement with UK Listed Companies”

Marc Downes, CEO, Investor Meet Company, commented:

“IMC’s technology redefines the way individual investors and companies can engage. We believe that all investors should be treated fairly, equally and on a non-discriminatory basis. By providing all investors with the same opportunity to get the clarity they need to make a more informed decision, we will enhance trust, confidence and transparency in the market.

Through our partnership with PIMFA who represent over 200 wealth managers we hope that all wealth mangers from the largest to the smallest, will see the benefits of providing their clients a free integrated engagement solution”.

Visit Investor Meet Company at www.investormeetcompany.com to find out more and register your interest.

<ENDS>

 

Notes for Editors

About PIMFA – the Personal Investment Management & Financial Advice Association

  • PIMFA is the leading trade association for firms that provide investment management and financial advice to everyone from individuals and families to charities, pension funds, trusts and companies.
  • PIMFA represents both full and associate member firms. Full members provide a range of financial solutions including financial advice, portfolio management, as well as investment and execution services. They assist everyone from individuals and families, to charities and pension funds, all the way to trusts and companies.  Associate members provide professional services to the PIMFA community.
  • PIMFA leads the debate on policy and regulatory recommendations to ensure that the UK remains a global centre of excellence in the wealth management, investment advice and financial planning arena.  Our mission is to create an optimal operating environment so that its member firms can focus on delivering the best service to clients, providing responsible stewardship for their long-term savings and investments.
  • PIMFA was created in 2017 as the outcome of a merger between the Association of Professional Financial Advisers (APFA) and the Wealth Management Association (WMA) with a history as a trade association going back for 28 years – read more.
  • Further information can be found at pimfa.co.uk
    To become a member of PIMFA for access to training, benefits and discounts, please visit https://www.pimfa.co.uk/become-a-member or contact us directly at [email protected]

About Investor Meet Company

  • Investor Meet Company is a digital platform, that can provide Individual Investors and wealth managers, free direct access to UK Listed companies for live interactive management presentations around announcements, making them part of the investor roadshow.
  • Investor Meet Company was created in 2018 in direct response to the challenges faced by Individual Investors and companies wanting to connect. With the corporate focus on major shareholders as highlighted by the regulator and the complexities of reaching Individual Investors, we created a digital solution that can address shareholder engagement at scale.
  • Investor Meet Company’s core principle: “All investors should be treated fairly, equally and on a non-discriminatory basis.”
  • The digital platform can directly connect any Individual Investor to any UK listed company, providing them with the same opportunity to access to management as Institutional Investors, allowing them to make a more informed investment decision, regardless of the number of shares they own or where they are located.
  • Investor Meet Company offers a free integrated digital solution to wealth managers providing improved functionality to meet the evolving needs of their clients.
  • Further information can be found at investormeetcompany.com

 

PIMFA PRESS CONTACT
For further information on this release or other press matters please contact:

INVESTOR MEET COMPANY PRESS CONTACT
For further information on this release or other press matters please contact: