Rule Coverage

major-shareholding-siclosures
MAJOR SHAREHOLDING DISCLOSURES
takeover-rule-8
TAKEOVER
RULE 8
short-selling
SHORT
SELLING
issuer-limits
ISSUER
LIMITS
sensitive-sectors
SENSITIVE SECTOR LIMITS
foreign-investments
FOREIGN INVESTMENTS
s793-requests
s.793
REQUESTS

Key Features

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

Automated Shareholder Disclosure Monitoring Software

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

This includes the monitoring of:

ATLAS Funds Training

Learn more about the Shareholder Disclosure Rules with our Online Fund Training portal.
Visit Portal
automated shareholder disclosures software diagram
automated shareholder disclosures software diagram

Investment Compliance Insights

Request a Demo

For more information or to see a demo of our Automated Shareholder Disclosure Monitoring Software, please complete the form below. A member of our team will contact you as soon as possible.