The FundApps Academy

Toby teaching

Founded in 2010, FundApps is the first Compliance-as-a-Service (CaaS), helping investment managers harness the power of community and technology to automate regulatory compliance.

Today, we serve over one hundred of the largest financial institutions and monitor US$13 trillion daily in assets on behalf of our clients.

Training Courses Designed for Compliance Professionals

As one of the original RegTech pioneers, we've been dissecting the world of Shareholding Disclosure for over 10 years and it's apparent that the complexities which exist within these global regulations are often underestimated. To overcome the gaps in knowledge causing both regulatory and reputational risks we have launched The FundApps Academy - a series of online courses.

Graduate

What's the format?

This is a growing series of online subscription-based learning seminars aimed at helping both those who are new to Shareholding Disclosure and those who want to deepen their knowledge. Each seminar consists of several engaging in-depth videos, concise chapter summaries and a quiz to test your knowledge. They each take just half a day to complete and you can go at your own pace.

Presenter

Who is it presented by?

All of the online training seminars are presented by Ebbe Filt, FundApps’ Subject Matter Expert. He advises the world’s largest asset managers and most reputable hedge funds on regulatory interpretation and compliance processes. You will be receiving direct instruction from a recognised world expert.

Currencies

How much does it cost?

Usually, each course costs just £175 ex. VAT. However, we are pleased to be able to offer AIMA members an exclusive 10% discount. Simply let us know of your membership when completing the sign-up form for your chosen seminar.

We are confident that you'll find the course useful, but just in case you're hesitating, consider our 100% money back guarantee. If you find that it hasn't met your expectations, simply drop us a note after you've participated in all the lessons and we’ll refund your entire tuition.

"The FundApps Academy helped me gain a deep understanding of the Transparency Directive and all of its complexities. The content is presented in a clear and engaging way, and the mixture of videos, text and questions throughout makes this difficult topic easy to understand."

Guy Bevan, Senior Consultant FS, PWC

Our Online Educational Courses

Unlike legal information, which many already have access to, our seminars capture hard-won feedback forged from the real-world experiences of over 100 of the world’s largest asset managers, hedge funds, sovereign wealth funds and sell-side institutions who use our Shareholding Disclosure service. Below are the current seminars on offer:

The Short Selling Seminar

An online seminar that will change the way you manage short selling regulation.

Using our proven online format, the Short Selling Seminar includes 10 video lessons which go far beyond simple explanations of the regulations. Instead, you'll learn how to understand their practical application. 

Covering disclosable assets, exposure calculation, netting and aggregation, this course will enable you to manage your short selling disclosure obligations across the European Union. You will then be able to identify shortcomings in your own process and understand how you can fix them.

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The EU Transparency Directive Seminar

An online seminar that will enable you to navigate the European Transparency Directive with confidence.

Using our proven online format, the Transparency Directive Seminar includes 12 video lessons, providing a detailed insight into the Directive which governs the major shareholding disclosure obligations throughout the jurisdictions in the European Union. 

Delving into all of the different nuances in the Directive, including gold plating and aggregation, you can make getting caught off guard a thing of the past.

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Our automated services

Shareholding Disclosure

Automated monitoring of disclosure requirements for major shareholding, short selling and takeover panels.
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Sensitive
Industries

Automated monitoring of regulatory thresholds for sensitive industries and foreign ownership.
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Position
Limits

Automated monitoring of exchange limits for CFTC and MiFID II on positions held in derivative contracts.
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