Investment Companies

Annual reports, shareholder and corporate action communications for the investment company sector

Perivan is a long-established communications partner to the investment company and funds industry, supporting boards, fund managers, law firms and advisers with high-quality annual reports, ongoing investor communications and complex corporate actions.

We are currently market leaders in the production of annual reports for members of the Association of Investment Companies (AIC), reflecting our deep sector expertise and long-standing client relationships.

Many of our investment trust and venture capital trust clients have worked with us for more than five years, with some partnerships extending over two decades.

Supporting investment companies trusts throughout the corporate journey

With our dedicated financial printing and design resource and our own virtual data room platform, Engage, Perivan supports investment trusts and their advisers at every stage of the corporate lifecycle – from early-stage funding and IPO preparation through to ongoing reporting, shareholder engagement and transformational corporate actions.

Our experience spans:

• Pre-IPO research, due diligence and investor roadshows
• Pathfinder and final admission documents
• Annual and interim reports
• Ongoing investor and shareholder communications
• Corporate actions and fund restructurings

Specialist corporate action support for lawyers and advisers

Investment trust corporate actions require absolute precision, fast turnaround and a deep understanding of regulatory and shareholder expectations. We work closely with law firms and corporate advisers to deliver documentation that supports efficient execution and successful outcomes.

Our corporate action expertise includes:

• Mergers, reconstructions and schemes of arrangement
• Continuation votes and wind-ups
• Tender offers and share buy-backs
• Capital reorganisations and fund restructurings
• Circulars, prospectuses and shareholder notices

Our teams are accustomed to working highly confidentially to compressed timetables, managing multiple stakeholders and responding swiftly as transactions evolve. We give lawyers the confidence that communications are handled reliably and compliantly.

Annual reports with heritage and flexibility

Perivan has a long-standing reputation for producing high-quality annual reports for investment trusts and VCTs. We work with clients across a wide spectrum of requirements from efficient templated designs for cost-conscious mandates, to creative, fully bespoke, narrative-driven reports that support a broader investment story.

Clients may choose to retain an established look and feel, or work with our in-house creative team to refresh and evolve their report. Our designers and production specialists work collaboratively to ensure every report is delivered on time, on budget and to the highest standard.

Integrated shareholder and investor communications

Beyond annual reporting, we provide a full suite of investor and shareholder communications to support corporate access and corporate actions. Our services cover both print and digital delivery, ensuring consistency and clarity across all channels.

This includes access to Engage, our secure and intelligent investor interaction platform, which supports:

• Secure data rooms for M&A, fundraisings and due diligence
• Investor roadshows and document sharing
• Corporate document repositories
• Reduced compliance risk through controlled access and audit trails

Hosted in London and built to world-class security standards, Engage underpins efficient deal-making and stakeholder communications.

Why investment companies and advisers choose Perivan

• Proven market leadership in investment trust and VCT annual reports
• Deep experience across investment trusts, VCTs and fund structures
• Trusted partner to law firms and corporate advisers on complex transactions
• Flexible design, production and distribution capabilities
• Long-term client relationships built on plain-spoken, highly responsive service

When accuracy, clarity and delivery matter most, Perivan provides the confidence investment companies and their advisers rely on.

Speak to our investment company specialists

Whether you are advising on a corporate action, preparing an annual report or planning a wider shareholder communication programme, our specialist investment company team can support you at every stage.

Contact us to discuss your next investment trust transaction or reporting requirement.