The software company of the Institute of Chartered Secretaries and Administrators

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Blueprint Insider Manager allows you to

  • easily create, manage, store and report on your insider lists
  • ensure compliance with the European Market Abuse Directive's requirements
  • improve your communication with your insiders

  • Regulations
  • Features and benefits
  • Screenshots

Entity Management Features


The Market Abuse Directive requires that European listed companies and their advisers maintain lists of individuals who have access to insider information. This directive is enforced through regulatory authorities in each member state. It sets a common framework for preventing and detecting market abuse and ensures proper disclosure of information to the market. It is a key element of the European Union's Financial Services Action Plan.



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Why Choose Insider Manager?

  • Ensure compliance with the Market Abuse Directive- users can record insider lists status, type, name, date of creation and closure and close periods
  • Facilitate tracking - Blueprint Insider Manager will automatically email insiders to request acknowledgement and record a joining date under the insider's profile
  • Save time - Maintain accurate insider lists in no time at all and email new and current insiders all at once
  • Improve your communication - A notification email will be sent when insiders are removed from a project or when the project is closed
  • Easy reporting - within a few clicks, users can produce a complete audited insider list (filter and dsort reports by individual, project, company or date range)
  • Fully integrated with other Blueprint applications - no need to maintain two sets of data (e.g. individual's name and companies' names previously entered in Blueprint will also show in Blueprint Insider Manager)


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Screenshots


Please click on any of the images to see a full sized version

Insider List - Keep track of past and current insiders Reports - Create complete reports within a few clicks
» Insider List - Keep track of past and current insiders » Reports - Create complete reports within a few clicks
Select Entities Wizard Email Wizard - Email insiders all at once
» Select Entities Wizard - add multiple insiders to a list all at once » Email Wizard - Email insiders all at once


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