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LEADR: The Five Pillars of Beneficial Ownership

Join us on a LEADR adventure as we dive into a wide array of videos, articles, and webinars. By the end of your journey, you'll be ready to take your disclosure game to the next level. 

What is LEADR?

LEADR is the shareholding disclosure framework that enables firms to prioritise efforts and ensure all key areas are covered. The 5 pillars - Legislation, Events, Aggregation, Data, and Region - evaluate the overall health of your regulatory monitoring system, pinpoint opportunities for improvement, and highlight areas where unnecessary efforts may be exerted.

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Aggregation: The Forgotten Pillar 

The vital role of aggregation

Aggregation goes beyond tallying positions to understand the complex legal relationships among your firm's entities and security positions within your corporate structure. Regulators worldwide have varying approaches, requiring firms to consider different levels and conditions when aggregating assets. 

What are the complexities?
FundApps are at the core of your monitoring and reporting system. We pick up on the important slices. Sliced apple. Yellow and white split background

Webinar: why aggregation needs more compliance attention

Join us for our the first webinar in our Let’s Talk: LEADR series to explore how an increased focus on aggregation can transform your compliance workflow, reduce the margin for error, and boost your regulatory standing across jurisdictions.

Watch on demand now
Don’t miss the warning signs. Reduce the margin of error for aggregation. Learn how to transform your compliance workflow with FundApps. Hazard sign

Data: The Foundational Pillar

Bad data in, bad data out

Just like the saying 'you are what you eat', everything goes smoother when your data is the perfect blend to power your engine. Getting the right data, knowing where it comes from and getting it on time is absolutely crucial.

Learn where data can trip you up
Data has a weighty impact in Shareholding Disclosure. FundApps focus on the health of your monitoring and reporting system. Man picking up dumbbells

Webinar: Let's Talk Data

In the rush to automate shareholding disclosure, there’s something that’s being overlooked: data. In an arena where errors can lead to severe legal and financial repercussions, the importance of having the right data, and using it in the right way, cannot be overstated.

Tune in now
Our LEADRs are talking data. A well defined data strategy will get you ahead. Ensure timely compliance with FundApps. Let’s Talk webinar

Region: The Faceted Pillar

Big Shareholding Disclosure Takeaways for Key Regions

When venturing into new markets, be it as a result of a change in strategy, a new mandate or M&A, there is a lot at stake when it comes to shareholding disclosure. Here we highlight some key takeaways from the panel discussion. 

Get the low-down now
FundApps shine a light on Shareholding Disclosure and the takeaways for key regions. Take our LEADRs hand

Webinar: Getting regulatory reporting right in new markets

Going ahead unprepared isn't an option. Florange Law. Swinging thresholds. Tax Havens. Such nuanced regional regulations serve as hurdles and barriers to trading confidently, and increase risk of fines and reputational damage. Every region presents its own set of challenges, but fear not, we've got your back.

Watch the full panel discussion here
Get regulatory reporting right in new markets with FundApps. Don’t go ahead without guidance. Our LEADRs will show you the way

Be a LEADR 

Say goodbye to drowning in information overload as LEADR swoops in to streamline your business strategy and effortlessly guide you through the world of Shareholding Disclosure.

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