INSIDER LIST
MANAGEMENT
SOFTWARE
Market Abuse Regulation compliance whilst aligning regulatory and confidential lists with business processes to ensure good practice across all types of projects.
IMTRACK
GIVES YOU:
● Confidence that you’re avoiding compliance risk
● The simplicity of achieving worldwide access in one central resource
● The time-saving ease of managing multiple lists
● The assurance that your sensitive data is safe and secure
● The certainty of knowing you have the required audit trail
● Clear historical insider list status
● Simple, fast set-up by integrating your existing insider lists
● Training records so you are in control
● Monitoring of individual projects so you can comply quickly
● Full support in loading existing insider lists onto IMTrack
● Continuing support so that you have no future worries
SYSTEM SET-UP
- UK Hosted Solution -
- Admin only or insider self-service -
- Unlimited number of administrators -
- Unlimited number of lists / projects -
SINGLE SIGN ON
- UK Hosted Solution -
- Admin only or insider self-service -
- Unlimited number of administrators -
- Unlimited number of lists / projects -
SECURITY
- UK Hosted Solution -
- Admin only or insider self-service -
- Unlimited number of administrators -
- Unlimited number of lists / projects -
SYSTEM SET-UP
- UK Hosted Solution -
- Admin only or insider self-service -
- Unlimited number of administrators -
- Unlimited number of lists / projects -
EASE OF use
Secure web access 24/7
PC, laptop and tablet friendly
Multiple users permitted
Admin reminders section
PDMRs
Identify close associates
Access to notifications
Training
Records the information and course attended
Linklaters training material is available
Training framework for other providers
Supports a wide range of media
Protect and audit
Actions date and UTC time stamped
Avoids unintentional over-writing or corruption
Audit reports show exact list position at any time in the past 5 years
Email management
Closed period notification
Standard and bespoke email templates
Ability to create your own templates
All data maintained in the application
Reporting
Report format as required by ESMA Downloadable in Excel
security
ISO 27001, ISO 9001, ISAE 3402 Type
11, PCI DSS accredited UK Data Centre
Full support and maintenance provision
clearance to trade
Whilst Clearance to Trade is not a requirement under MAR, this module allows individuals to request clearance and administrators to grant or deny permission.
insider self service
Maintain personal data
View documents and training resources; Request clearance to trade
View list membership
Howells was formed in 1991, at a time when large scale equity-based remuneration was in its infancy, with the aim of helping corporate clients deal with the new and unfamiliar administration requirements of share schemes.
Our role was not to sell a product but rather to identify difficult problems and to solve them; and this has remained our approach over more than two decades – to work with our clients to help them achieve their objectives and to ensure that they follow 'best practice' processes in their administration, no matter what their needs.
Howells Associates Ltd
Howells was formed in 1991, at a time when large scale equity-based remuneration was in its infancy, with the aim of helping corporate clients deal with the new and unfamiliar administration requirements of share schemes.
Our role was not to sell a product but rather to identify difficult problems and to solve them; and this has remained our approach over more than two decades – to work with our clients to help them achieve their objectives and to ensure that they follow 'best practice' processes in their administration, no matter what their needs.