Pre-Trade (PT)

FundApps offers a Pre-Trade service for investment managers who monitor shareholding disclosure regulations or exchange-imposed derivative limits on an intraday basis. The service helps assess whether new positions or potential transactions may breach regulatory thresholds or trigger disclosure requirements. Using the same regulatory rules as FundApps' post-trade checks, the service ensures consistency across pre- and post-trade compliance. It is available as an add-on to existing Shareholding Disclosure and Position Limits subscriptions and can be accessed via an API.

Please note that the same additional subscriptions needed for the end-of-day service will be required to use the Pre-Trade capability.