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 require different actions to be fulfilled.
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There are three things which must be fulfilled for you to not receive reminders related to your status as an insider.
- Read and confirm that you understand your obligations under MAR
- Provide an insider reason
- Provide complete personal information
Insider
If you have been included as an event-based Insider on a project follow the following steps to complete all the requirements.
In the initial email that you receive and in all reminders there is a PDF attached which details what your obligations as an Insider are under the EU Market Abuse Regulation. Read the PDF and ensure that you understand the obligations that you now have.
1. Provide Insider reason & confirm that you have understood your obligations.
For each insider project enter the reason for you being an Insider if it is not already filled in.
In the next step you must ensure that your personal details are correct.
"Birth surname(s)" is an optional field, all other fields are required. You must fill out all the required fields related to your personal details, home contacts details and organization contact details. All the fields are required by MAR to be provided. If you cannot provide information for a required field you can fill it with a dash '-' and this is what will be reported to the National Competent Authority. Please be aware that MAR requires you to fill in all fields correctly.
3. Done
On the final step of the insider guide you will receive a summary if you are done or not.
If you have fulfilled all you obligations you should now not receive any additional reminders related to your status as an Insider for the currently active projects. If you are added to a new Insider List in the future you will receive a new email and will receive reminders related to the new List until you complete all the steps above.
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