FundWare Global Disclosures
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FundWare Global Disclosures – Major Shareholding, Short Selling & Takeover monitoring.
This includes monitoring for over 350 rules from over 70 jurisdictions.
- Reporting for US Section 13D, 13G and 13F
- European Union Transparency Directive Limits
- Global short selling rules
- Takeover disclosures rules such as UK Takeover Rule 8
- Foreign investment limits
- Sensitive sector rules
- Comprehensive rules engine able to model all disclosure rules
- Early warnings thresholds
- Look-through for indices and baskets
- Fund aggregation at multiple levels
- Generate disclosure documents with a single click
- Full disclosure workflow
- Full automation
- Transparency over all rules, data lists.
- New rules available in minutes
- Full transparency and audit trail
- Tracking of all regulatory changes
- Immediate access to other rule monitoring sets, e.g. UCITS, AIFMD, 40 Act etc.
- Available as an installed or hosted solution
User Suitability (Capital Markets & Investment Mgmt)
Asset Managers, Wealth Managers
Africa, Asia-Pacific, Europe, Middle East, North America, South America