Retail Shareholders Engagement Practices

A 2-hour practical training session on how to engage retail shareholders.

Virtual Classroom, 4 February 2026
from 9:30 to 12:00 CET

Background

Retail shareholder engagement refers to the strategies and practices companies use to communicate with and involve individual investors who hold shares outside of institutional portfolios.
In recent years, the importance of engaging retail shareholders has grown, driven by regulatory changes, technological advancements, and a recognition of the influence that retail investors can have on key corporate decisions such as mergers and acquisitions, annual general meetings, and extraordinary general meetings. 

Effective engagement not only helps companies secure necessary votes but also fosters transparency, trust, and long-term loyalty among their retail investor base. 
As the landscape of shareholder activism evolves, organisations are increasingly adopting innovative approaches to ensure that retail shareholders are informed, empowered, and motivated to participate in corporate governance processes.

Objectives

Several key outcomes can be expected from this course. Delegates will be exposed to:
•    deepen their understanding of retail shareholder engagement
•    gain practical insights from real-world case studies, and 
•    develop the skills needed to design and implement effective engagement campaigns. 
By participating in interactive exercises and group discussions, attendees will be able to assess their own organisation’s current approach, identify challenges, and explore innovative strategies for involving retail shareholders in key corporate events. 

Who should attend

This training programme is addressed to:
•    Company secretaries
•    Investor Relations Officers
•    Corporate Communications Professionals
•    Legal and Compliance Teams
•    Senior Executives responsible for shareholder engagement strategies 
•    Advisory roles


Faculty

Anneke Hoijtink
Managing Director
FGS Global
Chair of the Board
NEVIR

Annelie Heitmann
Associated Director
FGS Global

David Jenal
Associated Director
FGS Global