What is out of scope, roughly?
Regulated advice, discretionary dealing, legal drafting and filings we are not instructed to make. A short call usually settles whether this is reporting or a file to rebuild.
Decisions minuted, not
Questions people ask Spruce Investco.
Questions that come up before the first board pack. Write a few lines and we will do the rest.
Before you ask
Common questions, answered now
Questions that come up before the first board pack. Ask us directly and you will get a straight answer.
Can you work to our format, in practice?
Yes, if there is a house template the pack is built to it rather than to ours. A short call usually settles whether this is reporting or a file to rebuild.
What goes into a board pack, usually?
Positions, cash, costs, open matters and the approvals that need a decision at the meeting. If the board date is close, put it in the first line of the message.
When is the pack issued, on average?
Ahead of the date agreed with the board, so there is time to read it rather than skim it. A short call usually settles whether this is reporting or a file to rebuild.
Board papers prepared on
Tell us what you need and we will come back with a clear answer in the order it happens
Tell us the address and what you want done. We will reply with availability and a clear figure. Send a message and we will set out the options.