Update - See the webinar below:
On Tuesday the 22nd of November, FundApps will be taking part in a webinar discussing Shareholding Disclosure hosted by Thomson Reuters (15:00 GMT / 10:00 EST).
In partnership with Thomson Reuters and Credit Suisse, Karl Schindler, FundApps' Head of Content, will be answering some questions about shareholding disclosure in a live webinar.
The webinar will provide an in-depth look into the challenges surrounding shareholding disclosure, as well as real examples of how financial firms are overcoming them.
Topics of discussion will include data management, software and third-party services, best practises and step-by-step advice from compliance experts with decades of experience in shareholding disclosure.
It will also cover:
- What the shareholder disclosure requirements are, and why all financial institutions need to address them
- The current approach - how much is manual vs. automated; the use of outside counsel and advisory services; and the software used to manage the process
- Common pitfalls and mistakes seen in the industry