Join our community at FundApps and become a LEADR. We are berry serious about the health of your reporting system. Berry pink background

LEADR: The Five Pillars of Beneficial Ownership

What is LEADR?

LEADR is the shareholding disclosure framework that enables firms to prioritise efforts and ensure all key areas are covered. The 5 pillars - Legislation, Events, Aggregation, Data, and Region - evaluate the overall health of your regulatory monitoring system, pinpoint opportunities for improvement, and highlight areas where unnecessary efforts may be exerted.

On-Demand Webinar | On-Demand Webinar |

Region: The Faceted Pillar 

Before investing in unknown jurisdictions, you need a plan - a good one. Florange Law. Swinging thresholds. Tax Havens. Such nuanced regional regulations serve as hurdles and barriers to trading confidently, and increase risk of fines and reputational damage. 

Join us for the second webinar of our LEADR series, where we tackle the challenges faced by firms venturing into new markets, delve into regional reporting requirements, and provide a blueprint for success. Mark your calendars for 23 May at 10AM BST. Don't miss out!

Aggregation: The Forgotten Pillar 

The vital role of aggregation

Aggregation goes beyond tallying positions to understand the complex legal relationships among your firm's entities and security positions within your corporate structure. Regulators worldwide have varying approaches, requiring firms to consider different levels and conditions when aggregating assets. 

FundApps are at the core of your monitoring and reporting system. We pick up on the important slices. Sliced apple. Yellow and white split background

Webinar: why aggregation needs more compliance attention

Join us for our the first webinar in our Let’s Talk: LEADR series to explore how an increased focus on aggregation can transform your compliance workflow, reduce the margin for error, and boost your regulatory standing across jurisdictions.

Don’t miss the warning signs. Reduce the margin of error for aggregation. Learn how to transform your compliance workflow with FundApps. Hazard sign

Data: The Foundational Pillar

Bad data in, bad data out

Just like the saying 'you are what you eat', everything goes smoother when your data is the perfect blend to power your engine. Getting the right data, knowing where it comes from and getting it on time is absolutely crucial.

Data has a weighty impact in Shareholding Disclosure. FundApps focus on the health of your monitoring and reporting system. Man picking up a barbell

Webinar: Let's Talk Data

In the rush to automate shareholding disclosure, there’s something that’s being overlooked: data. In an arena where errors can lead to severe legal and financial repercussions, the importance of having the right data, and using it in the right way, cannot be overstated.

Our LEADRs are talking data. A well defined data strategy will get you ahead. Ensure timely compliance with FundApps. Let’s Talk webinar

Be a LEADR 

Say goodbye to drowning in information overload as LEADR swoops in to streamline your business strategy and effortlessly guide you through the world of Shareholding Disclosure.