Learning Outcomes
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Be able to identify which investors are eligible for 13F monitoring and filing.
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Be able to calculate disclosable exposure across all financial assets
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Be able to correctly aggregate positions across smaller and larger corporate structures
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Be able to correct populate and file the required documentation via EDGAR.
What our students say...

Robert Haggerty, Global Head of Major Shareholding Reporting, abrdn
The courses in the FundApps Academy take very complex subjects in relation to the regulation surrounding shareholding disclosures and distils them down to easily understandable lessons, with the ability to test your knowledge and understanding throughout. These provide a great way of learning the key aspects of these subject matters in an easily digestible form.

Usame Ceylan, International Compliance Officer, Aegon
As an absolute beginner to the field, I was worried about the complexities in the European
Transparency Directive. The Fundapps Academy’s ‘The European Transparency Directive’ training
structure is very well designed in terms of explaining the complex topics in a systematic and
understandable way. Topics were presented in a way that they were built on each other: Themes
covered in previous section(s) made it easy to understand the subject of the particular section.
When I finished the training, I was confident to made a start with disclosure forms and filings.
Guy Bevan, Senior Consultant FS, PWC
"The FundApps Academy helped me gain a deep understanding of the Transparency Directive and all of its complexities. The content is presented in a clear and engaging way, and the mixture of videos, text and questions throughout makes this difficult topic easy to understand."

Emil Castro Christensen, Senior Manager, KPMG
"The FundApps Academy provided deep insight into the European Transparency Directive and European Short Selling Regulation. The pace and structure of the courses are well suited to experienced compliance managers, but also serves as a good introduction for less experienced professionals. I’d recommend the FundApps Academy to everyone seeking knowledge in this area of compliance."

Prinz Sindac, Regulatory Reporting, Global Quantitative Investment Firm
“As someone new to disclosures like SSR, the Takeover Panel, the European Transparency Directive, and 13F, these courses were exactly what I needed. Ebbe’s teaching style is fluid, clear, and incredibly effective at breaking down complex concepts. The 13F course with Amber was equally strong: straightforward, digestible, and packed with the essentials for understanding 13F. Huge thanks to FundApps, especially Ebbe and Amber, for offering such high-quality content. I’ll definitely be keeping an eye out for more. If you’re reading this and haven’t signed up yet, do it. These courses are absolutely worth your time.”
How much does it cost?
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£175.00
Regular price
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