Takeover Dealing
Disclosures Monitoring
Software
Our automated takeover dealing disclosures monitoring software allows firms to effectively track and identify holdings in issuers subject to potential reporting obligations.
Takeover Dealing Disclosures Monitoring Software
A number of jurisdictions have in place enhanced disclosures rules for shareholders of issuers involved in a takeover. During an offer period, any party who may exercise material influence over the outcome of an offer must report their positions and dealings in relevant securities (target and acquirer companies).
Our solution provides fully automated monitoring of Takeover Dealing Disclosures for 15 countries. We provide all the data of target companies and acquirers currently in an offer period in jurisdictions where there are heightened takeover disclosure rules.
Our automated takeover monitoring solution allows firms to effectively track and identify holdings in issuers subject to potential reporting obligations.
Key Features
Our automated shareholder disclosure monitoring software provides automated monitoring of global shareholder disclosure rules across 80+ countries on a single platform.
Comprehensive rules engine
Pre-configured package of disclosure rules
Decomposition of indices and baskets
Available as Technology-only or as a Managed Service
Early warning thresholds
Aggregation at multiple levels
Single click report generation
Full disclosure workflow
Automated Monitoring for Takeover Dealing Disclosures
Major Shareholding Disclosures
Short Selling
Issuer Limits
Sensitive Sector Limits
Foreign Investments
s.793 Requests
See Takeover Dealing Disclosures in Action
Share a few details and we’ll provide a tailored walkthrough focused on the disclosure rules, offer‑period requirements, and monitoring workflows most relevant to your portfolios and compliance processes.
Shareholder Disclosure
Insights & News
Access practical insights, jurisdiction updates, and thought leadership on navigating the evolving disclosure landscape.
See Takeover Dealing Disclosures in Action: A Guided Walkthrough
See first-hand how Galaxy automates takeover dealing disclosures under the UK Takeover Code – with real‑time position monitoring, automated identification of relevant persons, clear visibility over disclosure obligations, and timely alerts as transactions occur during an offer period.
Share a few details and we’ll provide a tailored walkthrough focused on the disclosure rules, offer‑period requirements, and monitoring workflows most relevant to your portfolios and compliance processes.
Turn Disclosure
Complexity into Clarity
Avoid penalties, reduce manual workloads, and automate your shareholder disclosure process with Funds-Axis.