Avoiding ethical pitfalls in IR

For IRO's, as with other professions, operating to the highest ethical standards is essential for both corporate reputation and personal credibility especially given the complex and highly regulated working environment. This course explores practical approaches to some of the more common ethical issues encountered in investor relations.

Who should attend

This course is aimed at investor relations professionals and others who want to ensure they operate to the highest ethical standards within investor relations 

Course requirements 

Participants should either have completed the IR Regulation & Compliance course or have several years of practical experience in investor relations 

What will I gain?

Particpants will be able to:

  • Understand the difference between legal/regulatory vs other 'softer' issues
  • Explore how internal and external dynamics may affect or generate potential ethical dilemmas 
  • Identify common situations that arise in Investor Relations which may raise ethical issues
  • Help develop a toolkit to approach potential issues and assess their implications
  • Understand when to reach out to advisers or other internal departments

Course tutor: Lorraine Rees

Lorraine established IR-connect as a new investor relations consultancy in 2015. Prior to that she had been IR Director at Standard Life plc, Head of IR at The Phoenix Group, and an equity analyst at Exane BNP Paribas. She originally trained as a chartered accountant, and has also worked in strategy, corporate finance and banking.


  • Ethical standards in IR and other professions 
  • The market context: from sustainable investors to integrated reporting 
  • Practical sessions exploring internal and external pressures in particular situations, potential ways to approach issues, and best practice guidance, including: consensus management, insider information, price sensitive information and investor equality
Book now

Course level

Core courses


Central London

CPD points


Course dates

6 March 2019
9.00am to 1.00pm

  • IR Society members (£339 + VAT)
  • Non-members (£469 + VAT)
Book now

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