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
ATLAS Funds Training
Learn more about the Shareholder Disclosure Rules with our Online Fund Training portal.
Investment Compliance Insights
Get in Touch to Learn More
Learn how our Takeover Dealing Disclosures Module can streamline your disclosure processes and ensure compliance with regulatory requirements. Whether you’re curious to learn more or ready to see it in action, we’re here to help. Fill out the form below, and a member of our team will be in touch to provide tailored insights or arrange a personalised demonstration.