Each individual company should define basic rules for how to deal with analysts. The guidelines of the CFA Institute (see above) can provide a starting point for this.
The Listing Rules and the Directive Ad hoc Publicity, stipulate that no price-sensitive information may be communicated in advance to individual analysts or investors. The principle of equal treatment applies.
Many small and mid-caps set themselves the aim of enlarging their research coverage. To this end, companies can take the long road of conviction, ask the «house bank» or an investment bank for a concrete offer, or join the «Stag» program of SIX.
