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Where Data Gets Your Shareholding Disclosure Wrong
Discover the importance of data in shareholding disclosure and how it serves as the foundational pillar for compliance.
LEADR: 5 Pillars of Shareholding Disclosure | FundApps
Introducing LEADR, a framework to assess your systems and processes for monitoring and reporting beneficial ownership. Discover this new piece of technology.
Why the compliance challenge of aggregation is often underestimated
Discover how aggregation plays a vital role in the LEADR framework and the obstacles financial institutions encounter in meeting regulatory compliance.
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Paul Clulow-Phillips at Société Générale
Keys to a future-proofed business from one of the biggest banks in the world? Hear Paul’s opinion on the areas in which Banking needs to up its game, how and why governance has been switched up at SocGen, and how the regulators are embracing AI.
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Lynne Carreiro at IQEQ
Compliance veteran versed in all things SEC and FCA, with a passion for responsible investing. Listen to Sally and Lynne debate whether regulators are fair about expectations, whether wilful misrepresentation of ESG requirements is bogging down efforts and what Lynne would banish to Room 101..
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Bernardo Castel-Branco at Alpha FMC
A good culture is the magic ingredient! Sally sits down with Bernardo and and spoke about how companies that adopt a culture-first strategy are more likely to outlive the companies that do not. Bernardo’s also got a wonderfully creative banking analogy!
Why Community is the X Factor of Compliance
Discover the power of community & collaboration in the financial industry and why a diverse community leads to innovation, productivity, & compliance.
…I can highly recommend their people and solution to any firm, large or small, which deals with shareholding disclosures. At FundApps the team is always ready to go the extra mile to fit your need. More importantly, they will think with you. My experience with them has been nothing but EXCELLENT!
FundApps has allowed our organisation to stay on top of time sensitive disclosure requirements, alert us to approaching threshold breaches, accommodate rule changes in jurisdictions across the globe and provide audit trails on historical disclosures...
FundApps has simplified the complexities of shareholding disclosure regulations into one intuitive, easy to use platform and provides continued support from both their customer success team and content team when required.
...With the help of FundApps, we can commit to delivering high-quality investment outcomes to our clients. We're excited about joining FundApps’ compliance community and we look forward to working together.
FundApps’ Shareholding Disclosure service provides an intuitive and transparent solution to the ever-changing regulatory requirements we face. It will enhance our confidence in the filings we make, the integrity of the data used and the auditability of our shareholding disclosure reporting.
The combination of the Rule Commentary functionality, the explanation from FundApps and the detail provided about the rules from aosphere provides our business with a reliable solution that we can continue to use as our business grows.
...Using FundApps Filing Manager, my disclosures are ready to be submitted directly to the regulator at the simple click of a button. Once completed, I can view the filing status in one place with an entire audit trail, eliminating the need to cross-check various sources and validate the information submitted, making the entire disclosure process seamless.
Viridian Asset Management Scales with FundApps
Viridian Asset Management leverages FundApps’ Shareholding Disclosure solution to ensure compliance and support scaling across multiple APAC territories.
FundApps Develops Filing Manager with Client CCLFG
Connor, Clark & Lunn Financial Group finds success and efficiency through a product sponsorship with FundApps, creating a new service, Filing Manager.
Swiss Asset Manager
A Swiss asset manager with $132 billion AuM achieved efficiency and accuracy using FundApps' comprehensive rules package and central dashboard.
Senior Voices, Big Insights: Compliance LEADR 2024 in review
Highlights from Compliance LEADR 2024, where experts discussed the future of regulatory compliance at London’s Royal Lancaster Hotel.
Let’s Talk SEC: A ‘short’ update - what the experts are saying now
Grab the headline items from FundApps' recent Let's Talk webinar. Our panel of legal experts answered around extraterritoriality, Threshold B, opinion timeframes and so much ...
US Short Selling: will 13f-2 be partially or completely vacated?
Join FundApps’ expert panel webinar on Oct 22 2024, to discuss SEC short selling rules and hear Andy Haldane speak at Compliance LEADR in November.
Bloomberg Data Integrated With FundApps’ Shareholding Disclosure Platform
FundApps integrates Bloomberg’s Shareholding Disclosure Data Solution to streamline compliance for global investors, offering automated and comprehensive data for regulatory ...
Micro questions causing macros headaches
Discover how small compliance questions can lead to big headaches. Introducing the 'Dashing Dane' series on TikTok for quick answers to your disclosure dilemmas.
FundApps implements compliance solutions at ADIA | FundApps
FundApps successfully implements compliance solutions for Abu Dhabi Investment Authority, from shareholding disclosure, position limits & sensitive industries.