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Confidential lists and NDAs

Set up a confidential list for each project, collect a signed NDA from every recipient, and watch the results in real time.

A confidential list with its recipients, NDA status, and signature dates

Trusted by the world's leading companies

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Confidential lists

Get a signed list before each project starts.

Set up the list, send the NDA, and watch every signature come in.

Adding a recipient to a confidential list in InsiderList

Add and remove recipients

Create a list in minutes from your existing contacts, so nobody retypes a name.

Learn more about the smart contact database
A recipient signing an NDA digitally

Sign memos, confidentiality agreements, or NDAs

Attach a project-specific NDA from your templates and ask each recipient for a digital signature.

Learn more about digital signatures
Automatic reminders to outstanding recipients

Automate notifications and reminders

Notifications and reminders go out on your behalf, while you watch the results in real time.

Learn more about automated rules and validation
How it works

Get a signed list in three steps.

1

Create the list

Add each recipient by email. Known people see their details prefilled.

2

Send the NDA

Each recipient receives your memo or NDA with a unique link, and signs from any device.

3

Track every signature

Your dashboard shows who has signed and who is outstanding, and reminders run until the list is complete.

In depth

Complete visibility over every list.

See every change to a list, then move its recipients to an MNPI list once MNPI exists.

Alerts and reminders on a confidential list

Get real-time alerts

Get an alert when anyone changes the list.

Know when a recipient opens or interacts with a shared document.

Be told the moment a recipient completes a required action, like signing an NDA.

A confidential list's activity stream

Keep a detailed record of every participant

Every addition, email read, and signed acknowledgment is recorded from the day you add a contact.

Every list is checked automatically for incomplete or invalid data at the point of entry, and again after.

One timeline shows who was added, who read the email, and who signed.

A confidential list beside an MNPI list

Move recipients to the MNPI list.

A confidential list records who knows about a project before anyone holds MNPI (material nonpublic information). An MNPI list records who has access once they do.

Enter each recipient once and move them from one list to the other.

Client testimonials

What compliance teams say.

See how listed companies, advisers and funds run their insider trading programs with InsiderList.

Domino’s Pizza Group Plc logo
InsiderList is efficient and straightforward. We’ve been able to automate our compliance tasks with ease, and the support has been consistently responsive and helpful.

Katie Thomson

Assistant Company Secretary

Domino’s Pizza Group Plc

JTC plc logo
We are delighted to once again provide a cutting-edge technological solution to address a significant challenge. JTC Insider [InsiderList] has the ability to transform the regulatory reporting process and free up valuable time and resources.

Adam Jeffries

Chief Information Officer

JTC plc

Boohoo Group plc logo
InsiderList has a simple and intuitive interface, which made it easy for our team to adapt quickly. Their client support has been exceptional, and we were able to start benefiting from its features almost immediately.

Emma Woolard

Company Secretary

Boohoo Group plc

Computacenter plc logo
InsiderList helps us manage complex regulatory compliance across the organization. It substantially reduces risk and provides specialist regulatory advice we trust.

Louise O'Sullivan

Company Secretarial Assistant

Computacenter plc

LendInvest plc logo
With InsiderList, we can quickly create lists, track acknowledgments, and effectively manage the deal clearance process. This has saved time and reduced the administrative workload. The platform is easy to use and the support has been great.

Christa Zillwood-Hunt

General Counsel

LendInvest plc

Equiniti Shareholder Services (UK) logo
After conducting a thorough review, InsiderList stood out as the clear market leader. Their advanced technology platform, deep understanding of the regulatory landscape, and ability to integrate into our core products sets them apart.

Thera Prins

CEO

Equiniti Shareholder Services (UK)

Platform features

Everything you need in one platform.

See every open list, outstanding signature, and scheduled reminder on one screen. Learn more about the 360 dashboard

FAQs

Common questions

Safe combination dial

Industry-leading security

We run 256-bit encryption, continuous monitoring, and an annual independent penetration test inside a security program held to ISO 27001, ISO 9001, and Cyber Essentials.

Learn more about advanced security

Leading compliance teams use InsiderList.

Schedule a product demo to see why.