AxiomSL Learning Services

    Nasdaq AxiomSL® Learning

    Global Shareholding Disclosure (User Training)

    Classroom Training

    This two half-day course covers AxiomSL’s Global Shareholding Disclosure (GSD) solution and provides a comprehensive overview of the GSD Dashboard’s BAU activities. It focuses on gaining an overview of GSD regulation and an in-depth understanding of GSD terminologies, Dashboard components, rules, exceptions, and validation handling. The course also addresses the specifics related to configuration and implementation activities.

    Practical hands-on exercises and simulations are incorporated throughout the training to replicate real-life scenarios. This course is tailored for learners involved in GSD BAU activities using the ControllerView platform. With these enhanced skills, participants are able to formulate resilient and high-performing solutions.

    For registration or enrollment details, please email: AxiomSLEducation@nasdaq.com

    This two half-day course covers AxiomSL’s Global Shareholding Disclosure (GSD) solution and provides a comprehensive overview of the GSD Dashboard’s BAU activities. It focuses on gaining an overview of GSD regulation and an in-depth understanding of GSD terminologies, Dashboard components, rules, exceptions, and validation handling. The course also addresses the specifics related to configuration and implementation activities.

    Practical hands-on exercises and simulations are incorporated throughout the training to replicate real-life scenarios. This course is tailored for learners involved in GSD BAU activities using the ControllerView platform. With these enhanced skills, participants are able to formulate resilient and high-performing solutions.

    For registration or enrollment details, please email: AxiomSLEducation@nasdaq.com

    Course Information

    Course Location

    Virtual Classroom

    Course Duration

    2 Half-Days

    User Role

    Business User/ Analyst/ QA

    Pre-Requisite:

    ControllerView 101
    User Training
    Understanding financial market concepts, equity and equity derivatives/financial instruments, transactions and positions (long/short)

    Course Dates

    Q4' 2024

    13 - 14 November, 2024
    16 - 17 December, 2024

    Q2' 2025

    05 - 06 May, 2025

    Q4' 2025

    24 - 25 November, 2025

    Topics Include

    Module 1: Introduction and Overview of GSD Regulation

    ► GSD Overview 
    ► Significant Holdings 
    ► Sensitive Industries 
    ► Short Selling 
    ► Takeover Panel 
    ► 13F Module

    Module 5: BAU Activities

    ► Accessing Environment
    ► General Navigation
    ► Accessing Favorites
    ► Data Loading
    ► Updating Entity Hierarchy
    ► Executing Workflows

    Module 2: Key Terms of GSD Solution

    ► GSD Rule Tables Overview
    ► Entity Hierarchy
    ► Convertible Logic
    ► Beneficial Ownership
    ► Control Tables
    ► Capacity Type

    Module 6: Dashboard Overview

    ► GSD Dashboard Overview
    ► Alerts
    ► Details
    ► Historical Alerts
    ► Proximity Alerts
    ► Validations
    ► Exclusions
    ► Rule Summary
    ► Sensitive Industries Dashboard

    Module 3: Data Dictionary

    ► Data Dictionary Overview
    ► Data Inputs Walkthrough
    ► Mandatory vs Optional Inputs
    ► Mapping

    Module 7: Report Model

    ► Report Types
    ► Reviewing Disclosure Forms
    ► Opening the Adjustment History
    ► Drill Down
    ► Exporting the Report

    Module 4: Project Overview

    ► GSD Solution Packages
    ► GSD SH - High Level Design
    ► Input Level/Calc-Input & Reference
    ► Pre-Processing Project: Unified Data
    ► Business Rules & Shorthands
    ► Calc-Engine Project: Modified Data
    ► Position Monitoring
    ► Report Allocation
    ► Data Quality (DQ)/Validation
    ► Updating Calendar in the Solution
    ► Web UI

    Module 8: Archival Setup and Release Documentation

    ► Archival Setup
    ► GSD Release Documentation

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