Shareholder Disclosures

Our Shareholder Disclosures solution provides automated monitoring of global shareholder disclosure rules across 80+ countries on a single platform.

This includes the monitoring of:

  • Major Shareholdings
  • Takeover Disclosures
  • Short Selling
  • Foreign Investment Rules
  • Sensitive Sector Rules

 

Key Features:

  • Comprehensive rules engine
  • Pre-configured package of disclosure rules
  • Decomposition of indices and baskets
  • Early warning thresholds
  • Aggregation at multiple levels
  • Single click report generation
  • Full disclosure workflow

 

Key Benefits:

  • Flexible Deployment - Availability as a hosted or installed solution
  • Minimal Data Requirements - Minimal data is required. Simply provide sedol or isin + quantity. Existing data integrations with over 20 Administrators. Full provision of all voting rights data (if required)
  • Extensive Rules Library - Pre-installed rules and reports
  • Transparency - Full data history. Quick drill-down of aggregated holdings to individual position
    level
  • Support - Technology only solution or fully managed outsourced service
  • Security - Full maker checker and audit trail

 

To find out more about our Shareholder Disclosures solution, contact us for more information.

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Tags:
shareholder disclosures, short selling, major shareholdings, takeover disclosures, foreign investment, sensitive sectors, regulation, regulatory technology, regtech