温馨提示：本站仅提供公开网络链接索引服务，不存储、不篡改任何第三方内容，所有内容版权归原作者所有
AI智能索引来源：http://www.eqs.com/en-us/ir-services/insider-manager
点击访问原文链接

EQS Insider Manager - Insider List Management Software | EQS Group

进入原网站 导航首页
EQS Insider Manager - Insider List Management Software | EQS Group Compliance & Ethics Investor Relations Company Support Login USA Book a demo Support Login USA Book a demo Please choose your language: EnglishDeutschFrançaisItalianoEspañolUSA [English]

Visit us in:
Barcelona, Copenhagen, Hamburg, Hong Kong, Kochi, London, Madrid, Milan, Munich, New York, Paris, Vienna, Zurich

Show locations  Request a demo Ready to find out how EQS can make your regulatory workflows 10x more efficient? Schedule a zero-pressure demo to see how we can support your organization operationalize compliance, data privacy, sustainability management and investor relations. Meet with an expert who will listen to your specific business needs See our solutions in action, customized for you  We are here for you Want to know more about our suite of solutions? Wondering if they are right for your specific business needs? Have feedback? Our global sales team is ready to answer all your questions and clear away those niggling doubts.

Looking for your next career opportunity?

Join us and make a difference  Compliance & Ethics Solutions by objective Policy & Procedure ManagementDisclosure managementThird-party risk managementAnti-bribery & anti-corruption complianceWhistleblowing & case managementCompliance awareness Convercent by onetrust Support Platform All your compliance needs. One platform.Whistleblowing Secure channels. Complete protection.Policies Smart governance. Zero confusion Approvals Quick decisions. Total clarity Third Parties Deep insights. Safer partnerships  White Paper Case Study Webinar Event Article CSDDD: Current situation and challenges of companies in Europe Find out how European companies are managing the European due diligence obligations and which challenges they are facing in the context of CSDDD. Resources by type Case Studies Webinars White Papers Articles Events Updates  Service Investor Relations Solutions by objective Webcasts / AGM / IR Websites & Tools ESEF / XML filing & LEI Platform Smarter IR. Stronger engagement.Insider Management Secure control. Total compliance. Disclosure Global filing. Zero stress. Newswire Maximum reach. Instant impact. CRM / Mailing Smart targeting. Deeper connections. Investor Targeting Right investors. Real results.  White Paper Case Study Webinar Event Article Best Practices for IR Websites Best Practices and Leveraging Digital Tools Resources by type Case Studies Webinars White Papers Articles Events About us About our company Who we are and why you should trust us About EQS Why EQSCareers EQS Group / IR Services / EQS Insider ManagerEQS Insider Manager: The Efficient Insider List Management Software Maintain digital insider lists in accordance with the EU Market Abuse Regulation Access required data and confirmations conveniently online Hosting and IT security in accordance with ISO 27001 Request pricing Insider Manager MAR makes stringent demands for insider lists… Every version of every single insider list must be maintained…​

Automatic versioning

All data must be stored securely and accessible at all times…

ISO-certified high security servers

I have to make sure that all lists are in the correct format to avoid penalties…

ESMA standard + UTC conversion

All insiders have to be briefed and confirm they have received the briefing…

Electronic briefing + confirmation

My superior expects detailed reports on the insider lists…

Extensive search + export function

All functions at a glance Keep project-related and permanent insiders in one directory

Automatically generated briefing notes can be confirmed digitally

Insiders submit the necessary personal data via an online form

Insiders that fail to do this are sent automatic mails reminding them of their obligations

All insider lists are versioned automatically and with UTC timestamp

Keep a list of executive managers in the same directory in accordance with Art. 19 MAR

Automatic reminder for relevant people at the start of closed periods

Insider Manager fulfils all relevant GDPR requirements

Arrange your demo now EQS Insider Manager explained in full Viewing this video may result in cookies being placed by the vendor of the video platform to which you will be directed. Given the refusal of the deposit of cookies that you have expressed, in order to respect your choice, we have blocked the playback of this video. If you want to continue and play the video, you must give us your consent by clicking on the button below. I accept – Launch the video Highest security standards in EQS Insider Manager Our IT infrastructure and certified processes meet the highest security standards and are continuously audited.

All data is stored on high-security servers at Bayerische Landesbank in Munich.

The PrivacyIDEA app with two-factor authentication ensures that only authorized persons can access the system.

Learn more about security Still have questions? Which sections of the EU Market Abuse Regulation (MAR) does Insider Manager cover? In particular, managing insider lists in accordance with Article 18 of the EU Market Abuse Regulation, also maintaining the managers list and tracking closed periods in accordance with Article 19 MAR are made significantly easier by the Insider Manager.

This includes the maintenance of project-related and permanent insider lists, the briefing of insiders, the maintenance of the managers list and related persons as well as the automatic notification of relevant people at the start and end of closed periods.

How are insiders and managers briefed? As soon as insiders or managers are entered onto or imported into the system, they can be briefed with a simple click. The persons receive the briefing note by email as a personalized PDF file which they then confirm digitally – even when on the move.

The system offers a constant overview of which people have already confirmed their briefing. Insiders who fail to do this receive automatic reminders.

Is it possible to keep confidential lists or “shadow lists”? Yes, it is possible to keep lists in a separate area which can also potentially be linked to insider information at a later date. These can then be easily converted into actual insider lists as soon as insider information is available. The existing briefing and confirmation workflows can also be used for confidential lists.

How does the management of closed periods work? Simply set the publication dates of your financial reports in Insider Manager. The system then automatically suggests suitable times for sending the announcement at the beginning and end of the closed period. You can also adjust these times as well as the text of the announcement.

At the relevant times, the system then automatically sends notifications to all relevant people. You simply define which people are to receive the notifications in advance using a characteristic. You can easily assign the feature “Closed Periods” to existing insiders or managers so that they are also notified at the beginning and end of these periods.

How far can Insider Manager be customized to the company? It is easy to customize briefing notes for insiders and managers with Insider Manager. All communication with insiders or managers can be adapted and simplified using email templates and automatic reminders. It is also possible to change the responsible supervisory authority so that communications remain MAR-compliant in all places.

How does Insider Manager assure GDPR compliance? Personal data is kept up to date by the insider themselves, so there is data sovereignty at all times. In addition, EQS Insider Manager provides a data protection notice, which has been carefully drafted by our data protection experts and contains insider rights and information on the data protection officer.

Insider Manager facilitates the handling of data that for data protection reasons should no longer be kept, with corresponding notes and workflows.

Contact us Marco Goldberg Managing Director, North America
+1 929 593 1101

Email Always stay up to date Our newsletter “EQS Compliance Compass” brings you informative and thought-provoking articles from the world of Compliance (e.g. noteworthy articles, white papers & more).

Subscribe to our free newsletter More on this topic Blog Case Study Schneider Electric | EQS Insider Manager l X f I y SolutionsCompliance & Ethics Integrity Line Third Parties Policies Approvals Risks EQS Insider Manager EQS Privacy COCKPIT Blog, White Papers & EventsCompliance Knowledge Investor Relations Knowledge Newsletter EQS GroupAbout EQS Group Careers at EQS Group Report a vulnerability Sustainability Locations Corporate Governance Investors Press News Contacts Contact Support © EQS Group GmbH Legal Notice Data Protection Cookie Policy Terms and Conditions Ethics Line Manage cookie preferences COCKPIT Login

智能索引记录