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/

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