Compliance wizards

InsiderList automates your compliance workflows from start to finish.

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Compliance wizards

Delayed disclosure basis

Our guided compliance wizards will walk you through the entire delayed disclosure process, from recording the legitimate interest basis to decision to delay disclosure.

Delayed disclosure basis
Public interest protection

Public interest protection

Confirm that a delayed disclosure is not likely to mislead the public, and is not materially different from a previous announcements such as financial objectives or market expectations, all in a MAR compliant format with UTC marked reporting.

Confidentiality undertakings

Use our step by step compliance wizards to ensure your confidentiality records are up to date and accurate, required under MAR. Automatically add minutes to the record of your insider list.

Confidentiality undertakings
List closure process

List closure process

Simply and easily close your insider list in a MAR compliant format using our list closure process. Automatically send notifications to participants, update records, and ensure your reporting is complete.

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