Advisor Insider Lists
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 ...
(For Advisors) How to close a subsidiary insider list
To view the closing process for Issuers, please click here When the decision has been made to close an insider project, click the status drop down button and select the "close project" menu item. The close project guide will open, depending on the ...
Expanded search functionality
Additional fields and filters are available to help you find and organise the lists you manage. This includes filtering by list type, organizations and who the creatoer of the list is. These fields do not activate any processes but allow you to ...
Customize Messages to Insiders and Administrators
When creating an insider list, you may want to add a customized message to insiders and/or administrators on the project. On the create project start page, expand any of the sections below (highlighted in red). Assume you want to include a message to ...
Manage a Subsidiary Insider List
This guide will help you as an administrator on Logwise to get started with insider lists related to other firms. You will learn how to create subsidiary insider lists, add insiders and close insider lists. 1. How to create an insider list Click on ...