Shareholding Disclosure

Simplify every stage of your shareholding disclosure process from research to fulfilment  

Shareholding disclosure is one of the biggest challenges for compliance teams. 

They must monitor and interpret a long list of rules, issued both by the regulators of the jurisdictions you invest in and, in some cases, by the issuers themselves. 

The consequences of breaking a rule can be a fine or far worse, such as the loss of your voting rights when you miss a disclosure with some issuers.  

Our partner helps you monitor and automate your disclosure requirements for major shareholding, issuer limits, short selling and takeover panels.