MAR insider list solutions for advisers
Manage your adviser compliance obligations when working with listed clients. Automate processes, save time and cost, and sleep easy at night knowing your compliance obligations are met.
Learn more
Manage your adviser compliance obligations when working with listed clients. Automate processes, save time and cost, and sleep easy at night knowing your compliance obligations are met.
Learn moreAdvisers who have access to inside information are required to maintain a separate insider list for each issuer they work with, in compliance with MAR reporting standards
Easily switch between clients and filter lists by client entity
Keep client data ringfenced, and accessed only by those on the project team
Get real time alerts and notifications as you track list completion in real time
Use our 360o dashboard for complete visibility over each client relationship
Automatically add and remove people to and from each list
Set up commonly used groups or teams to make the automation process even more efficient
Use InsiderList's industry standard compliance solutions to avoid heavy fines for non-compliance
Use our cloud-based compliance service to ensure you are always up to date with the latest rules
Get expert support from our compliance specialists, 24/7.
Let us help. Learn what InsiderList can do for you, what you should focus on first, and how to get started.
A single dashboard to coordinate all your list requirements
InsiderList manages your entire MAR compliance simply and efficiently. We automate each step in the process, from the decision to delay disclosure, notifying insiders and managing responses, to informing your National Competent Authority.
Receive instant updates as notifications are sent to reminders and confirmations submitted, right on your dashboard. See the % completion status of your lists and send automatic reminders to individuals at the click of a button.
Collaborate on a single platform with colleagues to manage your MAR reporting process. Get complete visibility across every list and user. Delegate tasks and receive alerts each time an action is completed.
Accept confirmations from individuals with digital signatures, compliant with all eIDAS Regulations (EU 910/2014). Allow users to sign with their phone, tablet, or simply use their keyboard.
Send automatic reminders each day to follow up on outstanding requests. Monitor users as they respond to notifications and complete confirmations. Correctly timestamp each action with UTC compliant timecodes.
Use our wizards to easily follow ESMA approved workflows. Set up lists and manage the disclosure process using our proprietary rules engine, with real time form validation, data control, and exception management.
We integrate best in class security standards across our organisation and technical stack
Get an unrivalled uptime guarantee, advanced encryption technologies, and ISP27001 and SOC2 verified data centres.
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Speak with a compliance expert and learn how InsiderList can help your organisation