Wma journal summer 2015 wsoc

Page 1

Issue 2 • summer 2014

WMA JOURNAL Working for the Investment Community & their Clients


The Wider Share Ownership Council (WSOC) is being formed as an integral part of the The Wealth Management Association (WMA).

Wider Share Ownership Council

@WMA_UK

Benefits of WSOC Membership Wider Share Ownership Council

CORE PURPOSE

CORE PURPOSE

Provide a new focus on personal share ownership for all.

Raise the profile of widespread investment in shares

CORE PURPOSE Address issues which have the potential to help or hinder that purpose

The Wider Share Ownership Council (WSOC), an integral part of Wealth Management Association (WMA), will promote and facilitate personal share ownership. This membership allows firms to participate in the only Association which is fully representative of those firms who act for private investors, charities and trusts and represents market activities for anything non-wholesale. We will support your company by addressing the issues which have the potential to help or hinder personal share ownership, whether economic, fiscal, regulatory, market or operational in character. Attendance at two to three large forums a year at which best practice can be shared, common issues addressed and new initiatives explained. Attendance at an annual gathering of individual personal investors and affiliate members of the Wider Share Ownership Council - where companies can showcase their activities and direct contact can take place.

MAIN AIMS Build a culture of savings

Increase retail participation in Initial Public Offerings (IPOs)

Champion the investment community and its customers

Committal of a significant proportion of affiliate member subscriber fees to raising the profile of personal share ownership, showcasing affiliate members and improving widespread understanding of the benefits it offers: for the community, for businesses, but most of all for personal investors themselves, both by public relations and advertising. A new Wider Share Ownership Council section on the WMA website to provide easy access to useful information, links, supporting documents etc‌ WMA educational materials – in addition to existing documents such as the Risk Booklet and Boiler Room Information Flyer.

Wider Share Ownership Council

To become a member of WSOC contact enquiries@wsoc.info


NEW LOGO TO COME

No responsibility for loss to any person acting or refraining from acting as a result of any material contained in this publication can be accepted by the WMA, the author, publisher or printer. The views expressed by individual contributors are not necessarily those of the Association. Company limited by guarantee. Registered in England and Wales. No 2991400. VAT registration 675 1363 26. Published for the WMA by WordWide London. Copyright WMA 2014.

22 City Road Finsbury Square London EC1Y 2AJ Tel: +44 (0)20 7448 7100 Fax: +44 (0)20 7638 4636 www.thewma.co.uk Twitter: @wma_uk Members: enquiries@thewma.co.uk Non-members: info@thewma.co.uk


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.