FundApps Support

Content about generating and submitting disclosure forms.

Reporting

Major Spain: XML disclosure forms

Forms and Document Coverage

Multi-Disclosure Generation

Entity Disclosure Form Properties

Disclosure instructions for Major: Poland

Rapportr

Articles on submitting and managing regulatory disclosures effectively.

Disclosures

Focused content on Filing Manager (FM) workflows.

Filing Manager

ASIC FIX Implementation

Preparing for ASIC Filing Manager Integration

ASIC FIX Workflow

Rejecting Results Before Sending Disclosures to ASIC

How to Send Filings to ASIC After Uploading Positions

Country-specific guidance on meeting disclosure requirements for the Australian Securities and Investments Commission (ASIC).

Australia

Adding AMF Credentials to Filing Manager

How to Submit AMF Filings Using Filing Manager

Reporting and disclosure instructions for the Autorité des Marchés Financiers (AMF)

France

Setting Up Username, Password and BaFin_ID in Filing Manager BaFin

How to Submit Federal Gazette Filings Using Filing Manager

Setting Up Username, Password and BaFin_ID in Filing Manager Federal Gazette

Information on disclosure rules and processes for BaFIN and the Federal Gazette.

Germany 

How to Prepare for 1-Click Filing to The SFC

How to Add a Reporting Person for SFC Short Position Forms

Rejecting Results Before Sending Disclosures to the SFC

How to Send Data to the SFC After Uploading a Positions File

Steps to comply with the disclosure rules set by the Hong Kong Securities and Futures Commission (SFC).

Hong Kong

Preparing for AFM Filing Manager Integration

Adding AFM Credentials to Filing Manager

Reporting and disclosure instructions for the Dutch Authority for the Financial Markets (AFM).

Netherlands

Setting Up MAS Credentials in Filing Manager

Reporting and disclosure instructions for the Monetary Authority of Singapore (MAS).

Singapore

Setting up Filing Manager FISE and Understanding the Workflow

Guidance on meeting Swedish regulatory requirements, including disclosures for FISE.

Sweden

Setting Up Credentials and MFA in Filing Manager FCA

Guidance for submitting required reports and disclosures to the UK Financial Conduct Authority (FCA).

United Kingdom

Using the Filing Manager for SEC Disclosures

How to Submit the 13F Report via the Filing Manager

Reporting and disclosure instructions for the Securities & Exchange Commission (SEC). 

United States

Community

Service Documentation

Trust Portal

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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