How to notify insiders about obligation to maintain a sub-insider list

How to notify insiders about obligation to maintain a sub-insider list

The guide shows you how to how to notify insiders about obligations to maintain a sub-insider list after they have been added to a list.

1. Click the 3-dots menu to the right of the insiderĀ“s name. Select Edit



2. Click the 3-dots menu and select notify insider to keep sublist


3. Review notification email and send

Review the email, make any amendments, and click send. The insider will receive the notification and also be marked as on your insider list as requsted to maintain a sublist. 





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