Shareholding Disclosure
Solutions to common problems related to Shareholding Disclosure (SD).
26 articles
Rules & Results
Troubleshooting issues related to results, including false positives and missing data.
- How to Approve a New Rule Version
- Deactivating and Reactivating Rule Versions
- Understanding How Rule Updates Impact Results After Re-Running Files
- Rule Execution and Missing Data
- Unknowns and Missing Data Results
- Missing Data for Unlisted, Private or Suspended Securities
- Creating Data Overrides
- Managing Data Overrides
- Managing Multiple Data Overrides Using a CSV File
- Data Overrides - Examples and Validation Rules
- Reject & Remember: How to Reduce False Positives under the European Union (EU) Short Selling Regulation (SSR) Rules
- Overriding FIRDS Data for SSR Rules
- Why Is A Position Missing from the EU SSR Results?
- Understanding Results with Sold Out Assets
- How to Use Warning Thresholds
- How Warning Thresholds Work
- How to Determine Where a Property Is Used
- Why Results Can Differ Between Environments
- FundApps' Approach to European Disclosure Rules and Regulatory Ambiguity
- How to Resolve Unknowns Related to Total Nominal Capital Under the Major Netherlands Rule
- What to Do When an AIM Disclosure Generates at 3% under the Investment Manager Exemption
- How to Exclude ETFs from Major Hong Kong Shareholding Rules
- How to Resolve Discrepancies in Major: Netherlands - Nominal Share Capital Results Caused by ParValue Mismatches
Disclosures
Resolving common problems with disclosure forms.