Global shareholder disclosure software for custodians, banks and brokers

Proxymity Shareholder Disclosure helps custodians, banks and brokers meet global shareholder disclosure requirements. It automates the full disclosure process in real time while reducing costs, removing manual risk and ensuring sensitive client data reaches only authorised parties.

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Enhanced security and full audit trail

with end-to-end encrypted and trackable data exchange

Built-in compliance reporting

providing all necessary data to fulfill internal regulatory obligations

Reduce resource strain

through a scalable, automated solution built for high-volume shareholder disclosure requests

Remove manual processing risks and free up internal resources

through end-to-end automation of your disclosure process

Recognised for top ‘Innovation in Shareholder Disclosure’, Proxymity is widely seen as an award-winning solution

Real-time compliance and regulatory confidence

Shareholder Disclosure tracks, logs and reports on compliance status in real-time across all markets with active disclosure regimes, including the EU, U.K, Ireland, Australia, Hong Kong, Malaysia and Singapore
The solution provides full online reporting of all requests received and responses submitted, giving compliance and operations teams complete visibility
The automated and real-time processing of identification requests minimises errors and ensures timely delivery of required data

Automated request validation and data security

Proxymity’s proprietary technology verifies all disclosure requests from issuers or their agents, checking both that the request meets local disclosure requirements and that the agent is authorised to act on behalf of the issuer
Shareholder data is transmitted securely between authorised parties only, removing the risk of data leakage through email or manual communication channels

Flexible data access and reduced costs

Shareholder Disclosure offers API connectivity for intermediaries managing high shareholder disclosure request volumes, and an easy-to-use online portal for intermediaries with lower volumes
The platform accepts all formats of electronic messaging for convenient processing of requests
Direct connectivity across the custody chain and real-time shareholder identification processing reduces the burden on operations teams and keeps costs low

Highest Security Standards

Proxymity is SOC2 certified, compliant with GDPR and meets all regulatory requirements pertaining to disclosure in every applicable market.

Market Case Study

A leading European custodian bank providing services to individuals, professionals, small-medium enterprises, and businesses

Unprecedented visibility and ease in processing disclosure requests

The Challenge: The bank needed a shareholder disclosure solution that could receive and respond to SRD II disclosure requests within regulatory timelines and in the required format
The Solution: The bank was onboarded to Proxymity Shareholder Disclosure in under 10 business days, with automated processing of all issuer requests and digital submission of responses from day one
The outcome: The bank gained full visibility into its shareholder disclosure process, processing SRD II-compliant requests and responses across EU markets electronically and with a complete audit trail

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The Proxymity Way – Transparent, Secure & Efficient

Proxymity Shareholder Disclosure process showing transparent, secure and automated shareholder identification

The Proxymity Difference

Cost Savings by reducing operational and technological overhead
Reduced risk through secure, automated validation of every shareholder disclosure request before data is shared
Complete audit trail with real-time status updates through our proprietary dashboard
Flexible integration through support for multiple electronic messaging formats, including API and standard file formats
Compliant with regulations in all disclosure jurisdictions