FundWare Global Disclosures

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Overview

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 

Key Features

  • 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 

Key Benefits

  • 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

Product/Service details

User Suitability (Capital Markets & Investment Mgmt)
Asset Managers, Wealth Managers
Geographic Availability
Africa, Asia-Pacific, Europe, Middle East, North America, South America