Enhanced shareholder analysis

Enhanced shareholder analysis

Enhanced shareholder analysis

A service that combines SRD II requests with extended ownership coverage and more detailed data. Seamlessly integrated in Monitor and through tailored reports.

Investor Relations CRM

PRODUCT OVERVIEW
Uncover

A service to get an ever more complete and up-to-date understanding of your shareholders

Identify up to 100% of Your Shareholders

Shareholder Rights Directive II (SRD II) enables listed companies to make requests to nominees to disclose their beneficial shareholders, this way you can get data not visible via public sources.

Identify up to 100% of Your Shareholders

Shareholder Rights Directive II (SRD II) enables listed companies to make requests to nominees to disclose their beneficial shareholders, this way you can get data not visible via public sources.

Data Seamlessly Integrated in Monitor

The results are seamlessly integrated to Monitor, connected to your CRM and targeting lists. Results are also delivered in tailored reports.

Data Seamlessly Integrated in Monitor

The results are seamlessly integrated to Monitor, connected to your CRM and targeting lists. Results are also delivered in tailored reports.

The Value of Uncover's Shareholder Data

  • Better data enables better targeting results

  • Faster disclosure of lagging shareholders

  • Identify hedge funds, foreign pension funds, family offices and other institutional investors

  • Shareholder deepdive, including underlying funds and owner changes

  • Both beneficial owner view and positions that are outsourced to other managers

The Value of Uncover's Shareholder Data

  • Better data enables better targeting results

  • Faster disclosure of lagging shareholders

  • Identify hedge funds, foreign pension funds, family offices and other institutional investors

  • Shareholder deepdive, including underlying funds and owner changes

  • Both beneficial owner view and positions that are outsourced to other managers

The Value of Uncover's Shareholder Data

  • Better data enables better targeting results

  • Faster disclosure of lagging shareholders

  • Identify hedge funds, foreign pension funds, family offices and other institutional investors

  • Shareholder deepdive, including underlying funds and owner changes

  • Both beneficial owner view and positions that are outsourced to other managers

CHOOSE YOUR FREQUENCY

Uncover is offered with flexibility to choose how many times per year SRD II requests are conducted.


Increased frequency unlocks more detailed analysis and additional data sources, providing faster access to the most accurate data on shareholders and their latest transactions.


For full details and available options, contact sales@modularfinance.com.

Uncover is offered with flexibility to choose how many times per year SRD II requests are conducted.


Increased frequency unlocks more detailed analysis and additional data sources, providing faster access to the most accurate data on shareholders and their latest transactions.


For full details and available options, contact sales@modularfinance.com.

WHAT OUR CUSTOMERS SAY
about Uncover

Björn Tibell

Head of Investor Relations

Assa Abloy

"SRD II has been a valuable method for us to gain more insights into our shareholder base.


By automatically getting more extensive updates to our ownership list, we’ve uncovered investors we otherwise wouldn’t have realised had such significant ownerships."

Book an Uncover demo

We are happy to answer any questions, or schedule a short meeting to discuss how Uncover can enable you to get better insights on your shareholders.


Fill out the form, and we’ll get back to you.

Book an Uncover demo

Book an Uncover demo

We are happy to answer any questions, or schedule a short meeting to discuss how Uncover can enable you to get better insights on your shareholders.

demo shareholder data api

LEARN MORE
Recommendations

LEARN MORE
Recommendations

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