Improve your MAR compliance with the Computershare Insider Management System (CIMS)

• Track all insider information via an insider log
• Create deal-specific and permanent insider lists
• Create confidential/restricted lists
• Record Insider consent and acceptance of policies
• Bulk import insider lists

• Automated email communication
• Customisable email and on-screen text templates
• Insider status notifications
• Insider trading window / closed periods notifications

• Correct report templates for submitting insider lists
• Run delayed disclosure reports
• UTC conversion
• Versioning of insider lists
• Extended suite of exportable reports
• Storage of data for 5 years

Using the Insider Portal, insiders will be able to:

• Review and update their data
• View their insider status
• Digitally accept inclusion on an insider list
• Digitally view and accept policy documents
• Access historical and current documents
• View trading windows
• Record trade transactions
• View other insiders on the same project
• Choose their preferred language

• Manage trading windows and blackout periods
• Automatic notification of upcoming closed periods/trading windows
• Notification when the closed period is over
• Ability to exclude groups/causes/people from the closed period/trading window
• On-screen notification of closed period/trading window in the Insider Portal

• Manage compliance levels from one area
• View and action compliance alerts from the home page
• Easy visibility of active insiders and projects
• Easily monitor acceptance of documents and inclusions on insider lists

• Two Factor Authentication for Administrators
• Secure servers
• Request access to Audit Trail

• In-app access to Communities site
• Comprehensive User Guides and Release Notes
• Hosted training
• Access to knowledgeable Support team

• Automatic notification of upcoming closed periods/trading windows
• Request permission to deal and view approval/rejections via the Insider Portal
• Approve dealing requests via the Administrator site
• Record post-trade information and transactions on both the Insider Portal and the Administrator site

Administrator site, Insider Portal, and Documentation fully support:

• English
• French
• German
• Spanish
• Danish
• Swedish
• Finnish