We know that insider management is on many Company Secretaries’ minds, particularly with changes to the notification timetable for Persons Discharging Managerial Responsibility transactions taking effect from 29 June. As a result, we’re continuing to enhance EQ Insider, the insider management platform we’ve developed in close collaboration with our clients.
New features include the ability to import lists of project members from CSV files and create bespoke trade request forms, but we’re also working on further refinements to make the system even simpler and easier to use.
EQ Insider allows you to create and manage your lists securely online, automating time-consuming processes and demonstrating compliance with Financial Conduct Authority rules. It also manages an end to end permission to deal process, right from an initial colleague request, to the necessary approval and finally the required announcement to market for PDMR’s. Useful at any time, its benefits have been even more sharply drawn into focus with so many Company Secretaries juggling administrative risks and responsibilities while working from home during the pandemic crisis.
Launched in 2019, here are five upcoming enhancements:
By continually investing in the platform and analysing data to make informed decisions about what should be enhanced, we’re keen to help Company Secretaries and their colleagues by reducing risk and supporting compliance.