Shareholding Disclosure (SD)
Automated monitoring of disclosure requirements for major shareholding, short selling, takeover panels and issuer thresholds. A subscription to aosphere is required for this service.
For those companies who are long only, there is a long only (LO) package, for those companies mainly concerned with short selling there is a short selling package (GSS)
For companies who monitor shareholding disclosure regulation on an intra-day basis to check if new positions or potential transactions will breach regulatory limits or require regulatory disclosures there is a Pre-Trade service. Since the service uses the same regulatory rules as the FundApps post-trade checks, it ensures consistency between pre- and post-trade compliance checks. The Pre-Trade service is accessible via an API and available as an add-on to clients’ current FundApps subscription.