Global Shareholder Rules

• Unique Reporting Requirements – Each jurisdiction has its own rules and expectations.

• Reporting Frequency – Deadlines and intervals vary widely.

• Disclosure Formats – Required formats differ by country and regulator.

• Asset Types in Scope – Not all jurisdictions treat asset classes the same.

• Disclosure Thresholds – Trigger points for reporting vary significantly.

• Available Exemptions – Some holdings may qualify for exemptions, but criteria differ.

Global Disclosures simplifies this complexity, offering tools and insights to help your firm meet its obligations confidently and efficiently.