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Major Shareholding Disclosures Monitoring Software by Funds-Axis

With our Major Shareholding Disclosures Monitoring Software you can confidently monitor for Major Shareholding Disclosures globally, including:

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    EU Transparency Directive
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    US 13D & G
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    Canada Early Warning System & Alternative Monthly Reporting
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    ASIC relevant interests and substantial holding notices
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    Hong Kong SFO Disclosure of Interests

Key Features

Our automated shareholder disclosure monitoring software provides automated monitoring of global shareholder disclosure rules across 80+ countries on a single platform.
investment-compliance-rules-engine

Comprehensive rules engine

pre-configured-package-of-disclosure-rules

Pre-configured package of disclosure rules

indices-and-baskets

Decomposition of indices and baskets

investment-compliance-managed-service

Available as Technology-only or as a Managed Service

early-warning

Early warning thresholds

multiple-levels

Aggregation at multiple levels

single-click

Single click report generation

full-disclosure

Full disclosure workflow

ATLAS Funds Training

Learn more about the Shareholder Disclosure Rules with our Online Fund Training portal.
Visit Portal

Investment Compliance Insights

Get in Touch to Learn More

Learn how our Major Shareholding 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.