A Guide to FundApps Community
The FundApps Community is a space for compliance professionals to collaborate and share information to help with their disclosure responsibilities. Users access a suite of different services to benefit from a network of knowledge about regulatory compliance, such as:
- Our Help Center;
- Rules commentary;
- FundApps user groups;
- Product roadmap access;
- Crowdsourced Data Mappings;
- Regulator Registration;
- Informative events and networking opportunities;
- The FundApps Academy; and
- The Global Company Database (GCD) with its unique data
Anyone can be a part of the community, from analysts to CCOs, to access crowdsourced information and validated data, making sure we all get it right. We like to call this our “1,000 eye check”.
Being a part of FundApps Community means you’ll never walk alone.
We host a library of different resources right here. Learn all about the processes surrounding our products including implementation, daily workflows, user training, FAQs, features, and more. On this platform, you can also post questions to us and other users on the community forum. Here, you can post questions about:
- Data Sourcing: Whether from Bloomberg, Thomson Reuters, Factset, etc. you can query about missing information, false positives, denominator data, and anything relating to the data. It’s a great way to get input from your industry peers on data issues that they are likely also dealing with.
- Feature Requests: Have you thought of something to add to the platform that will make your day so much easier? In this area, you can post feature suggestions and other clients can upvote your idea, helping us prioritise what our clients want most.
- Aosphere Updates: Regularly we post what order we will be implementing the outstanding aosphere updates so you can keep up-to-date with it. If you think the priority list needs to change, you can add suggestions right on the post.
- Forms Commentary: This space is dedicated for users to raise questions about disclosure forms to our compliance community. The comments added to each form will be reviewed by our Regulatory Content Team or by other fellow users of the community.
- FundApps User Group: After the FundApps User Group meets quarterly, we are sent the meeting minutes and they are uploaded here. This way, you can stay updated on what is discussed and read any commentary from FundApps.
- General: If you just have a general query or question to pose to the community, this is the place.
Our platform, FundApps, is informed by our deep rules library. All our Shareholding Disclosure clients can access these rules, read the explanations behind them, and the instructions on implementation. What’s unique to FundApps is that clients can also add comments to the rules, whether it’s to query it or to add any expertise they have to help other users.
FundApps User Groups
In each jurisdiction we operate in (North America, Europe and Asia-Pacific) we hold quarterly user groups where members get together to discuss anything from FundApps and our platform to industry trends and challenges. If you’re a client and want to get involved in the user group, just let your Client Services Manager know and you’ll be added to the distribution list.
Another way our clients get involved in what we build is by having access to our product roadmap, which is found here. We make sure to communicate what’s been done and what’s coming down the line so they know what to expect. If you want to have access to leave comments on the roadmap, you will require a Notion guest account, which can be quickly set up by contacting your CSM or emailing firstname.lastname@example.org. 🚀
Crowdsourced Data Mappings
We are all about industry collaboration and that’s why we have our mapping document hub as a shared resource for our FundApps Shareholding Disclosure clients. Here, they can collaborate, share and discuss which vendor fields one another use for each of the FundApps file properties.
In addition to collaborating on data mappings, we have also created a go-to hub for all things related to regulator registrations. Here is a shared resource for FundApps Shareholding Disclosure clients to collaborate, share and discuss which regulators use portals, require logins prior to first-time filings, and which filings must be made in the local language.
Exclusive Client Events
We love our clients and we try and see them as much as we can. That’s why we put on a series of different events just for them. Get involved in our annual client conferences, or if you fancy a social, we host client drinks and networking events in a more informal setting. 🥂
The FundApps Academy
The FundApps Academy is a growing series of online courses aimed at helping both those who are new to shareholding disclosure and those who want to deepen their knowledge.
Unlike legal information, which many already have access to, our seminars capture hard-won feedback forged from the real-world experiences of over 100 of the world’s largest asset managers, hedge funds, sovereign wealth funds and sell-side institutions who use our Shareholding Disclosure service.
Our courses are also CPD-accredited so you can add these study hours to your CPD log. 💯
Section 793 (The UK Companies Act)
This free course will equip you with an in-depth knowledge of issuer request disclosures within the UK. In just an hour, you will learn when you are required to respond to a Section 793 request and disclose your holdings, what defines a disclosable interest and what the sanctions are for failing to comply.
The European Transparency Directive
This course will enable you to navigate the European Transparency Directive with confidence. Including 12 video lessons and concise summary text, you will finish this course in half a day. Upon completion, you will have a comprehensive understanding of all of the different nuances in the Directive, including gold plating and aggregation.
EU Short Selling Regulation - Coming soon!
This course will change the way that you manage short selling regulation across the EU. Through 10 videos and concise summary text, totalling half a day's worth of content, you will learn the practical application of the regulation. This course covers disclosable assets, exposure calculation, netting and aggregation and more.
And more coming soon.
Global Company Database
Our Global Company Database (GCD) gives compliance professionals free access to company-specific information required for shareholder disclosures.
The great thing about GCD is that the information is crowdsourced, meaning you have the ability to edit the information on the platform. From a company's general information and contact details to the source of the denominator information, you can make suggestions to update the platform’s data. We’ve written an article on just how you can edit the data.
There are four main features of GCD:
Companies With Limits
GCD serves as a free repository of data and information that has already been vetted and aggregated on behalf of users. We provide access to articles of association data for over 400 companies listed in:
- The Netherlands
- The UK
Takeover Panel Data
GCD lists takeover panel data that FundApps has already compiled on behalf of clients. There are 18 different takeover panels included through an automated scraping process from the regulators themselves, thus eliminating risk and the need for duplicated work.
GCD brings entity sanctions lists together and unlike other sanctions databases, our data is available to use for free. Users can search for a sanctioned issuer in a user-friendly interface reducing the time it takes to check investments and helping managers to state confidently that they have the right controls in place.
Public Shareholding Disclosures
Publicly available shareholding disclosure filings for each issuer is just another time-saving tool bringing it all in one place in GCD rather than visiting or finding it out from lots of different places. Major shareholding is NL only (from AFM, the regulator), short selling disclosures/most shorted companies cover 15 countries.