When to create different insider lists - flowchart

Advisory insider list flowchart

Know when you as an adviser need to create your own insider list (“sub list”)

Are you supposed to create an insider list or a subsidiary insider list? Follow the arrows to find out.

Or if you haven´t read our other guides yet. Please feel free to follow the links below.

Learn more about subsidiary insider lists

Learn more about PDMR lists

Learn more about obligations concerning transactional counterparties and market soundings

Information compiled from https://www.esma.europa.eu/

Logwise AB

Tel: +46 (0)8 55 76 95 50
[email protected] / [email protected] / [email protected] Org. Number: 559108-8363 Visiting: Tegelbacken 4a, Stockholm
Postal: c/o Advice, Västmannagatan 10, 111 24 Stockholm
Nothing on this website constitutes, or is meant to constitute, advice of any kind. Logwise will not be liable to you (whether under the law of contract, the law of torts or otherwise) in relation to the contents of, or use of, or otherwise in connection with, this website: for any indirect, special or consequential loss; or for any business losses, loss of revenue, income, profits or anticipated savings, loss of contracts or business relationships, loss of reputation or goodwill, or loss or corruption of information or data.