Platform
Permanent insider lists
Manage permanent insiders across your organisation. Keep up to date records of people with permanent access to inside information, ask for written acknowledgements, collect digital signatures, and send automatic reminders.
Trusted by the world's leading companies
3 easy steps to compliance automation
Create a list
Set up a MAR compliant list in seconds, using our compliance wizards to ensure your MAR compliance.
Add contacts
Add contact email addresses and let our smart contact database automatically populate data or create new profiles.
Sit back and relax
Our system will automate the entire list for you with Intelligent data capture, real-time alerts, and live progress monitoring.
Manage your company's permanent insiders
Notify permanent insiders of their obligations
Maintain accurate records of individuals with ongoing access to inside information. This includes automated features to collect digital signatures and more.
Ask them to renew their confirmations annually
Set automated annual reminders for confirmation renewals, ensuring continuous compliance and up-to-date records.
Keep a complete audit trail of every action completed
Let our system send notifications and reminders on your behalf, whilst you sit back and watch the results in real time.
Say goodbye to e-mail and Excel.
Automate all your Market Abuse Regulation reporting requirements with our secure online MAR insider list software designed for public companies, advisers, and administrators.
Complete PDMR compliance.
Use our compliance wizards to set up your insider list and verify:
- •the decision to delay disclosure
- •the delayed disclosure basis
- •all required confidentiality obligations are met
- •a valid public interests protection exists; and
- •an appropriate list closure process is followed
Our simple workflow automatically records each required confirmation, and provides an audit history with UTC time stamp of every action in compliance with MAR.
Everything you need in one platform
and so much more.
Automated Reminders
Set up automatic reminders to prompt users to complete their written acknowledgment. Track responses and monitor progress of every contact individually, across all their lists.
Digital signatures
Accept confirmations from individuals with digital signatures, compliant with all eIDAS Regulations.
Export to PDF & Excel
Convert your lists into PDF and Excel formats for easy sharing and analysis.
Real Time Data Validation
Ensure the accuracy and integrity of data as it's entered in real time.
Email Templates & Editor
Create and edit email templates for streamlined communication and branding.
And so much more.
Experience simple, efficient automation that saves time and cost and helps you sleep easy at night.
We've helped hundreds of compliance teams.
Learn how we work with clients to automate their compliance journeys
