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 →

Powered by an advanced regulatory rules engine

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:

  • Disclosure alerts
  • Auditable workflow
  • Ability to add comments, upload/download documents
  • Position searches
  • Ad hoc reports
  • Links to relevant regulation
  • Information on filing the disclosure
  • Management information dashboard
  • 2nd factor security authentication.

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:

  • Technical: Rules engine processing, user interface, database administration
  • Business: Rule changes/monitoring
  • Project management
  • Training.

Kaizen provides a watching brief over changes in rules and regulation and updates are promptly actioned. 

Schedule a demo of our Shareholding Disclosure System

Find out how we can help you save time and costs and reduce risk.

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