Session overview
Practical MAR workflows for day-to-day governance.
We are working with WCGA to run a practical webinar on the MAR workflows company-secretarial and governance teams manage every day.
The session will cover insider lists, PDMR obligations and dealing-clearance handoffs, with space for questions from teams managing the process day to day.
Agenda
What the session will cover.
MAR workflow in practice
- Turning policy into repeatable tasks
- Where governance teams carry the operational load
Opening and maintaining insider lists
- Identifying who is in scope
- Acknowledgements and follow-up
PDMR and dealing-clearance handoffs
- Requests and decisions
- Notifications and deadlines
A practical case study
- Decision points
- Ownership across the workflow
Evidence and escalation
- Building the chronology
- Recognising when to escalate
Peer questions and discussion
Case Studies
We've helped hundreds of compliance teams.
Learn how we work with clients to automate their compliance journeys.

Press releases·21 November 2024
Equiniti Selects InsiderList As Exclusive Provider To Offer Advanced MAR Compliance Automation Across Its UK Client Base

Press releases·15 May 2024
