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Support related to your Logwise account.Issuer Insider Lists
Support related to your issuer insider listsPDMR
Support related to PDMR & IAS 24 ModuleAdvisor Insider Lists
Support related to Advisor Insider ListsConfidential Lists
Support related to Confidential List ModuleCompliance Module
Support related to the Compliance ModulePolicy Lists
Create lists of your choice and collect approvals and confirmations based on user-defined obligationsTemplate Management
Support articles related to template managementPAD - Personal Account Dealing
Support related to the Personal Account Dealing ModuleRestricted list
The Restricted List in Logwise helps organizations enforce compliance by preventing unauthorized trading of specific instruments or organizations.Market Soundings
Support related to Market Soundings Module
Recent Articles
Insider reason options
There is usually a set of common insider reasons that are reused amongst your insiders. In order to make operations more streamlined you can set up your own insider reasons to be used in the service. To configure your insider reasons, go to the ...Request Review / Annual Review
This guide explains how to initiate and manage a policy list review request within the Logwise system. It covers how to start a review process, choose whether to notify list members immediately or later, select email templates, schedule ...Guide for Insiders
This guide describes the workflow for persons being added to an insider list in Logwise As an insider, you will receive an email notification instructing you to complete the following tasks: Acknowledge regulatory obligations Read and confirm that ...Managing the Restricted List
Managing the Restricted List The Restricted List in Logwise helps organizations enforce compliance by preventing unauthorized trading of specific instruments or organizations. Compliance officers can add restrictions at different levels, ensuring ...Subcribe to our newsletter
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Popular Articles
Getting Started Guide for Administrators - Insider List Management
This guide will help you as a new administrator on Logwise to get started. You will learn how to create your Logwise account, create insider lists, add insiders and close insider lists. Feel free to contact us should you have any questions or need ...Access Logwise with single sign-on (SSO)
To ease the login process in Logwise you can use one of your existing single sign-on (SSO) accounts. Logwise supports Microsoft and Google accounts. Matching email If the email your are using in Logwise is connected to a SSO account you can login ...(For advisors) - How to convert a confidential list to a sub-insider-list
A confidential list can easily be converted to an insider list once the information has been classified as inside information. The below guide shows you how to go about. 1. On the confidential project, click the three dots menu in the top right ...Insiders´ workflow in Logwise
If you are a Person Discharging Managerial Responsibilities (PDMR) you will also receive reminders related to your status as PDMR which require your attention too. These emails are separate from the emails related to your status as an Insider and ...How to share a project with other administrators
Please note that any project in Logwise is only visible to the administrator who created it. To allow viewing and editing by other administrators within the company, the project needs to be shared. Click on the green link below "Administrator access” ...