About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Euroclear and Capital Precision Transform Equity Shareholder Identification

Subscribe to our newsletter

Capital Precision, part of global stakeholder relations firm King Worldwide, and Euroclear have today signed a co-operation agreement to centralise the provision of worldwide shareholder identification data to equity issuers in key markets. Capital Precision’s experience in obtaining comprehensive information on shareholder positions, through the application of its industry leading identification methodology, is complemented with Euroclear’s close proximity to equity issuers and their intermediaries.

Under the agreement, Euroclear will liaise with issuers seeking to identify their shareholders worldwide. Capital Precision will complement the home market shareholder record received from Euroclear or the issuer, by identifying the issuer’s shareholders from outside the issuer’s home market Capital Precision will also perform its information analytics to provide added-value benchmark and shareholder profile information to the issuer.

The new service offering will include (depending on the market and according to issuer needs):

• domestic shareholder identification;
• foreign shareholder identification;
• shareholder groupings according to investor type and strategy, e.g. hedge funds, buy and hold, etc.; and
• detailed shareholder and peer company analysis.

The joint service offering is expected to cover equities issued in five markets where Euroclear operates as a central securities depository (CSD), namely: Belgium, Finland, France, Sweden and The Netherlands – equating to over 30% of equity market capitalisation in Europe.

Jo Van de Velde, Managing Director and Head of Product Management at Euroclear, stated: “The ultimate goal of having complete and accurate information concerning company shareholders worldwide is rapidly becoming a reality. Against the backdrop of sweeping regulatory changes aimed at strengthening corporate governance through greater shareholder transparency, in cooperation with Capital Precision, we will be able to equip issuers with greater shareholder knowledge. In-depth reporting on shareholder profiles will assist issuers in targeting a wider shareholder base, arranging investor road shows and increasing shareholder participation at annual general meetings.”

Van de Velde continued: “Certain markets already empower issuers with the right to request a breakdown of their shareholder base from any financial intermediary. However, in other markets where no such legislation exists, it is more difficult to identify the beneficial owner. The joint Euroclear/Capital Precision service will go a very long way in delivering comprehensive domestic and foreign shareholder information to issuers via a single request to Euroclear.”

Dr. Oliver Niedermaier, King Worldwide Chief Executive Officer, said: “Our partnership with Euroclear represents a real change in the capital market intelligence available to issuers in these markets. By combining Capital Precision’s proprietary shareholder identification methodology and Euroclear’s established infrastructure and issuer relationships, we are able to offer a unique service which brings a level of depth and accuracy not seen before.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: New solutions to the old problems of compliance with communications surveillance regulation

Communications surveillance is an integral element of trading at financial institutions, and its functions are clearly set out in jurisdictional regulations – to capture, record and retain all communications. Essentially, all business related communications must be recorded whatever the underlying mechanism – be it a work phone, personal mobile phone, text, video and so on...

BLOG

BNP Paribas First with Successful Test of ISDA’s Digital Reporting Facility for Swaps

BNP Paribas has successfully tested and implemented the International Swaps and Derivatives Association’s (ISDA) Digital Regulatory Reporting (DRR) initiative for swaps under the US Commodity Futures Trading Commission’s (CFTC) amended reporting rules. The successful test marks the first time ISDA’s DRR has been deployed in a real-world environment, with a successful submission of data to...

EVENT

Data Management Summit London

Now in its 13th year, the Data Management Summit (DMS) in London brings together the European capital markets enterprise data management community, to explore how data strategy is evolving to drive business outcomes and speed to market in changing times.

GUIDE

Regulatory Data Handbook 2022/2023 – Tenth Edition

Welcome to the tenth edition of A-Team Group’s Regulatory Data Handbook, a publication that has tracked new regulations, amendments, implementation and data management requirements as regulatory change has impacted global capital markets participants over the past 10 years. This edition of the handbook includes new regulations and highlights some of the major regulatory interventions challenging...