Cytec > Insidertrack > Insidertrack for Issuers

Simplify your compliance with EU Market Abuse Regulation (MAR) and associated disclosure guidance and transparency rules, and efficiently manage your insider lists

Maintaining your insider lists and project-related lists in accordance with MAR can be rigorous and time-consuming. With Insidertrack you will minimise your administration and eliminate manual tasks to optimise workflows and automate processes through a secure web-based solution.

Insidertrack is market-leading and used by a number of well-known organisations and our clients have been delighted at the return on investment, particularly when equipping them with the ability to efficiently respond to information requests from the regulator.

Insidertrack is designed to automate and digitise the end-to-end process for issuer companies, de-risking and simplifying their workflows and reporting obligations as well as enhancing the communication process with their list members and employees, connected persons, and third parties

Key Features
Modules
Evidence your MAR compliance at the push of a button
Reduce the burden and cost of administration
Request a demo
De-risk your processes and reduce errors

Key features

Lists

  • Intuitive design makes it easy to create and maintain lists of any type, be it insider, confidential or restricted
  • Assign restricted periods to a project list and enable auto-decline of clearance requests
  • Automated configurable emails sent when people join your project lists and when a lists status changes
  • Classify project lists using your own terminology

Configurable communications

  • Send emails from your own domain
  • Configurable templates allowing flexible communication with PDMR’s, Insiders, External Advisors and more
  • Automated acknowledgement chasing

Reporting

  • Regulatory templates
  • Automated conversion to UTC from your local timezone
  • Client tailored reporting
  • 24/7 online access

Security

  • ISO 27001 Certified
  • Data stored on our secure servers
  • FSQS Certified
  • Robust access controls and user permissions
  • AES 256-bit encryption of data at rest and in transit

People and data

  • Data deletion tool to ensure you remain GDPR compliant
  • Data import and load facilities to transfer current data from your existing records

Consent to deal process

  • Options for paper communications or access via the Insidertrack Portal or App
  • Clearance approvals on the move with the Insidertrack App
  • Multi-level authorisations
  • Advise insiders of upcoming closed periods
  • Recording of post trade information

Audit

  • See details of user actions and changes to your lists
  • Report on all emails and acknowledgements sent and received

Support

  • Free monthly client webinars
  • Dedicated, knowledgeable support team
  • UAT instance access

Development

  • Benefit from our on-going development of new features and refinements
  • Three functional releases per year
  • Functionality driven by clients

API integration

  • Link in with your HR system for real time data updates
  • Saving you the time and potential risk associated with transferring data

Modules

The optional Insidertrack Insider Portal and App provide direct access for your insider population, making communicating even more effective and convenient.

Portal
Fully brandable
Supports Single-Sign-on
Access to project list members
Ability to maintain and update personal details
Easy access to training and reference material
Submission of consent to deal requests and post trade information
Details of closed and restricted periods
Access to the training module (licensed separately)
App
Messages and acknowledgement chasers to be sent directly to mobile device’s
Push notifications
On-the-go acknowledgement of responsibilities under MAR
Maintenance of Persons Closely Associated details
Expiry display via the handy home screen countdown
Share dealing request approvals for administration users
Supports biometrics
Updated system
The Education module is a unique module developed to ensure that insiders understand and accept their responsibilities.
Training video and content produced in conjunction with, and reviewed annually by Ashurts LLP
Editable content to ensure the module covers what you want it to say
Provides valuable protection for your insiders and be confident about meeting your MAR obligations
Configurable multiple-choice test with in-system reporting
Automated chasing and retakes
“We migrated our insider lists to Insidertrack in 2019. From the first moment, the team were attentive and supportive. They walked us through the implementation process, making sure the system delivered what we required and that it adhered to our internal processes. Whilst the process internally didn't change, the time saved by using Insidertrack was extensive. We had a Class I Inside Information project a short time after onboarding and I can't imagine how we would have managed it without the new system. Insidertrack has assisted us in keeping the information on our Insiders up to date. One of the core benefits is how simple it is not only for administrators, but importantly for participants on projects too they like that they can see the projects they're on and how to request clearance to deal in the same place it's intuitive and efficient. The Portal records and updates MAR details easily, giving us peace of mind. Insidertrack logs when participants are notified of their responsibilities, and sends automatic chasers to ensure their duties are acknowledged and understood. All in all, we are very satisfied. Cytec have been invaluable to us, both in their staff's knowledge and the system they created for us. Our users are happy and use the system confidently, and we therefore wouldn't hesitate to recommend Cytec to any company needing their services.”
Phoebe Stamford-Moroz, Tate & Lyle