Report and monitor shareholding disclosures confidently. Simplify processes and save time.
Stay on top of the ever-changing 400+ global shareholding disclosure requirements and rules. Reduce operational risks and fines by removing your reliance on spreadsheets and manual processes.
See how the system works in our video →
The Shareholding Disclosure System is an easy-to-use interface powered by a customised rules engine.
It’s been built by specialists who have shared your challenges and frustrations firsthand. Their aim was to automate the most difficult and time-consuming aspects of shareholding disclosures to make your job easier, save your team time, and reduce regulatory risk and exposure for your firm.
See how we helped a Tier 1 investment bank under the scrutiny of the UK Panel on Takeovers and Mergers: View the Case Study.
Our service meets all requirements for long and short disclosures, takeover regimes (including UK Takeover Panel), sensitive industries, issuer requests and research disclosures. Other features include:
The platform covers rules provision and interpretation specific to your business model, including supporting documentation for approval. The rules engine can be configured to specification/rules interpretation.
Support includes:
Kaizen provides a watching brief over changes in rules and regulation and updates are promptly actioned.
Find out how we can help you save time and costs and reduce risk.