Major Shareholding

Major Shareholding

Manage your disclosure obligations of legal and statutory threshold crossings with flexibility and simplicity.

Functionnalities

  • Portfolio data consolidation (positions, transactions…)
  • Threshold calculations
  • Taking into account the securities held directly or via debt securities
  • Warning when getting close to the thresholds
  • Escalation and incident management
  • Automatic generation of reporting statements

A state-of-the-art software platform