Resources

Working materials you can use.

Checklists and decision aids for recurring capital-markets work. Concise enough for day-to-day use and concrete enough to form part of the project record.

Free PDFs

Four more structured starting points.

Select a resource, enter your details and receive the PDF by email. The materials are process aids and must always be adapted to current rules and the individual company.

01Checklist

30 days before the notice of a general meeting

A working checklist for the board, management and advisers – from day −30 to the published notice and the final checks before the meeting.

02Decision tree

Could this be inside information?

A practical first-pass MAR discussion aid, including documentation prompts for disclosure, delayed disclosure and follow-up.

03Timeline

Rights issue: from decision to outcome

A high-level transaction timeline connecting corporate approvals, disclosure documents, trading, subscription, outcome and registration.

04Document list

Listing readiness before due diligence

A structured starting list covering corporate records, ownership, contracts, finance, organisation and disclosure ahead of a listing process.