Orchestra allows companies to send shareholder communications from within the platform and notifies shareholders by email when communications are generated. Once communications are generated, they will be accessible from within the platform by company administrators and shareholders, fulfilling the legal requirement to do so.
To create and view shareholder communications, you will need to be logged in and have access as a company administrator to make any changes. From your dashboard, click the ‘Shareholder Communications’ dropdown from the left-hand side toolbar and select ‘View all'.
On the next page, you will be able to create new communications and view existing ones that have been sent out previously.
To create a new communication, click 'Create communication'. On the next page, you are able to add a title to the new communication and body text to accompany the update.
Once the content of the shareholder update is provided, you will be able to set the parameters of the update below. Along with the publish date, name, and any applicable links to the update, you can edit the access permissions to choose who is able to view the communications. The permissions act as a waterfall of access, where you select what level of user the communications will flow through to. If you set the permission as 'directors', the communications will only be visible to directors. If you set the permission as 'investors', the information will be available to both directors and investors.
Once you have finished with creating the communication, click 'Create' and a new shareholder communication will be generated. Orchestra will then notify shareholders by email that a new communication has been created. For security purposes and to ensure sensitive information isn't captured or intercepted by email, shareholders will be required to go to their dashboard to view the communication.
Previously sent communications are also available on this page and can be viewed and edited if necessary.