Global Disclosures Monitoring
FundWare automates monitoring of shareholding
and short selling disclosures
Market participants are required to make disclosures to the regulators globally upon accumulation of a substantial shareholding in an entity, investment in a protected industry, participate in a takeover bid or engage in short selling. The intricacy of rules for different disclosure requirements for each jurisdiction poses significant challenges to market participants. It requires continuous monitoring of changes attributed to their investment activities and identifying obligations for disclosure.
FundWare automates the scrutiny of the global disclosure investment rules reporting across 70+ jurisdictions on a single platform.
One single, flexible platform for disclosure monitoring
Out-of-the-box disclosure monitoring is enabled through pre-installed rules and reports covering different jurisdictions. The solution is available as a hosted solution, with on-going support for rules updates. We have data integrations with over 20 administrators, allowing for quicker
on-boarding process and better on-going support. A fully outsourced managed service can also be extended through our strategic partner,
Funds-Axis (www.funds-axis.com).
FundWare supports monitoring of a host of rules for different geographies.
Major shareholding rules
Takeover dealing disclosures
Short selling
Foreign investment rules
Sensitive sector rules
FundWare includes a set of key features
All rules pre-configured, tracked and updated
Comprehensive rules engine
De-composition of indices, baskets and ETFs
Incremental threshold monitoring with early warnings
Disclosure workflow
Aggregation at multiple levels
Pre-configured disclosure reporting
Learn more from our customer success stories
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Or write to us at info@milessoft.com
Call us on +91-22-68331464 (Sales & Marketing)
Or just get a demo and assess the advantage!