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2025: UK Takeover Regulation: Principles, Process & Takeover Code

£395.00 + VAT
Available
Virtual
All Locations
Valuation and corporate finance
Jan
1
Wed
-
Dec
31
Wed
09:30
-
PM
12:30GMT
Schedule Description: Gain a comprehensive understanding of the UK Takeover Code and its role in regulating mergers and acquisitions involving UK public companies. This cou
CPD hours: 6 hours

Description

Gain a comprehensive understanding of the UK Takeover Code and its role in regulating mergers and acquisitions involving UK public companies. This course delves into key principles, regulatory requirements, and real-world case studies, offering a clear framework for professionals navigating takeovers in a structured and compliant manner.

Please choose from the dates below to view more details.
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UK Takeover Regulation: Principles, Process & Takeover Code

Date and time

Location

Select a date in the drop-down menu above for details.

Select a date in the drop-down menu above for details.

The UK Takeover Code governs mergers and acquisitions involving UK public companies, ensuring a fair and transparent process for all stakeholders.

This course offers a deep dive into the key principles and guidelines set by The Takeover Panel, using actual takeover bids to illustrate these concepts.

Participants will learn the essential elements of the takeover process, from pre-bid considerations and disclosure requirements to the announcement phase and post-offer obligations.

Tailored for corporate finance professionals, investment bankers, lawyers, and accountants, this course will equip you with the necessary tools to navigate UK takeover regulations effectively, understand the intricacies of the takeover process, and apply best practices in compliance with The Takeover Code.

Learning outcomes:
By the end of this course, participants will be able to:

  • Analyse the key regulatory framework under the UK Takeover Code, including the role of The Takeover Panel and other relevant bodies.
  • Evaluate the different stages of takeover bids, from pre-bid planning to post-offer actions, using real-world examples such as the Kraft/Cadbury and Shell/Cove Energy bids.
  • Understand how to approach strategic takeover planning while considering the requirements of disclosure and market abuse regulations.
  • Apply principles of the UK Takeover Code to both recommended and hostile bids, with a focus on key considerations such as PUSU (Put Up or Shut Up) provisions and setting appropriate offer prices.
  • Develop well-informed defence strategies for target companies, including preparing key documents, communicating with shareholders, and engaging with regulatory bodies.
  • Gain confidence in navigating competitive bidding processes and addressing post-acquisition challenges by learning from case studies and the practical application of takeover processes.

CPD hours

ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement.

Attending this course could contribute up to 3 hours of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the course booking confirmation email is accepted as evidence of verifiable CPD. You will need to save the email as a JPEG or PDF before uploading it to your record.

Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Who should attend?

  • Ideal for corporate financiers, investment bankers, and corporate lawyers involved in mergers and acquisitions or capital markets.
  • Suitable for investors, bankers, lawyers, and accountants seeking to enhance their understanding of takeover rules and processes.

Course enquiries

 Contact: Events information team

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FAQs

Should you experience any difficulties booking onto the event, please click here.

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Capability Framework 4

 

What is a virtual classroom?

A virtual classroom provides the same great learning experience as other ICAEW training, except one difference, you can learn from your desk.

Being delivered online makes it so much easier to access in a busy working week and would definitively recommend this type of training. The breakout rooms work really well to allow you to get to know the other participants and share experiences.

Virtual classroom delegate

The focus is on the learner and creating an enriching classroom experience that connects participants globally. Using video, learners can converse and interact with the trainer and other learners in real-time. Whiteboards, break-out sessions, polls, screen-sharing, and interactive Q&A create an immersive learning experience.

I think the virtual training format using Zoom, and the survey features, and break out rooms, really works great. I had no problems engaging with the facilitator and felt he listened to what we said, and kept the pace of the content moving steadily.

Virtual classroom delegate

Secure your place now and keep your skills and knowledge up-to-date.

How do I attend a virtual classroom?

Once you've booked your session, you will receive an email with your booking confirmation. The steps you will need to follow to attend your virtual classroom will arrive in a separate email closer to the date of your course.

About the trainer

Surojit Chakraverti, Instructor, Fitch Learning and Founder & CIO, Third Wave Capital
Suro began his career in investment banking at Citigroup, London, focusing on Industrials sectors and then advanced to senior roles at Rothschild & Co covering healthcare (Biotech, Pharmaceuticals, Diagnostic Tools and Medical Devices) followed by Redline Capital Partners, specialising in L/S public equities in Healthcare and Technology. 

Suro currently manages proprietary L/S equities strategy and oversees family office investments in Indian public equities and commodities since 2009. Suro is an instructor in banking, finance and alternative investments since 2022 and conducts training in graduate programs, continuous development, corporate retreats and off sites. He is also experienced in mentoring mid and senior level professionals and has taught at academic institutions including London School of Economics. 

 

Rate Price
ICAEW Member £295 + VAT
Non-Member £395 + VAT

 

How are the courses delivered?

All Virtual Classrooms are run by live on Zoom. These are interactive and not recorded, interaction and delegate involvement is encouraged.

When will I receive joining instructions?

You will receive a email with joining instructions after enrolling. Materials and any other resources for the course will be sent to you shortly before the course start date.

Are there breaks?

Each 3-hour virtual classroom will include a 10-minute comfort break.

How do I access the course slide deck?

Depending on the course you will either be sent in the lead up to the course or after.

What if I miss the live date?

The Virtual Classrooms are not recorded so we recommend you attend all sessions.

What if I am going to be 15 minutes late?

This is not a problem, the classroom starts at the start time, but you will be let in if you are delayed for any reason. Trainers do their best to accommodate catch-up, but this is not guaranteed. Where possible please let us know of any delays so we are aware when doing role call the beginning of the session.

Can I have my colleague with me in the live course?

Yes, if you purchase a second place. Each booking is valid for one person only.

Can I record the training?

No, virtual classrooms are not recorded.

Do the courses on this programme count as verifiable CPD?

Yes, these courses contribute verifiable CPD, so long as you can demonstrate that the content is relevant to your role. Additional information about CPD can be found here: Your guide to CPD.

How many people will be on the course?

Virtual Classrooms are designed to resemble a real classroom. Therefore, group sizes vary between 6 – 22 delegates per course.

Our public course programme is deliberately structured to encourage delegates from different organisations to participate. However, if you have six or more delegates who require development in the same area, we are able to run a more cost-effective and much wider range of courses tailored specifically to your organisation.

Organisations will have the choice to run our in-house courses online or in-person.

These are ideal for organisations seeking hassle-free, flexible and cost-effective training delivered to multiple delegates at your location of choice. Whether we use our existing materials or develop new content for your business, our expertise lies in translating your requirements into a pragmatic, interactive training programme highly relevant to your people and organisation.

To discuss in-house training for your business please email academy@icaew.com or contact us through our enquiry form

 

ICAEW's terms and conditions for events

  • Event terms and conditions and privacy notice

Legal Disclaimer

The Institute of Chartered Accountants in England and Wales (ICAEW) does not endorse or recommend any third-party products, services, or companies mentioned during this event or in related materials. References to any such products, services, or companies are for informational purposes only and do not constitute an endorsement or recommendation by ICAEW.

The views and opinions expressed by third-party speakers are their own and do not necessarily reflect the views, positions, or policies of ICAEW. ICAEW does not assume any responsibility or liability for the accuracy, completeness, or legality of the content presented by third-party speakers.

For further information or clarification, please contact ICAEW directly.

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