A successful share or bond offer for a community energy group is a real achievement, but the work doesn’t stop when funds are transferred. Managing an ongoing register of hundreds, or even thousands, of investors brings significant responsibility: data security, GDPR compliance, interest and capital payments, investor communications, register updates, probate cases and more.

This webinar, hosted by Ethex as part of Community Energy Fortnight, is for community energy groups that have run a share or bond offer, or are planning one, and want to understand how investor management can be handled efficiently, securely, and professionally.
What we’ll cover

The session will explore the practical realities of post-raise investor management and how the Ethex Registry & Investor Management Service takes the strain off organisations so they can stay focused on their mission.

Topics include:

• The challenges community energy organisations face in managing investors post-raise
• How the Ethex registry handles GDPR compliance, data security, and payments
• How investors access and manage their portfolios through the Ethex platform
• How Ethex handles investor communications, enquiries, and probate on your behalf
• What it looks like in practice: a walk-through of the service
• How Ethex works with you to evolve its tools and services to meet your needs
• We’ll also share that Ethex now has a growing number of larger organisations choosing to transfer management of their investor register to us.

Who should attend

Directors, finance, and operations managers at community energy organisations that have raised, or are planning to raise, share or bond finance from individual investors.

Hosts
Chris Butler, Co-CEO Ethex
Prashant Shende, Investment Operations Associate