When the information has become public or the project is terminated for any reason, you can close the insider list. In TeamEngine Insider Manager there is a function for managing the Notification of delayed disclosure and sending it to the financial authority. If you do not want to use this feature, you can turn it off under the Advanced tab in the Module settings.

This is how you close an insider list when the feature Notification of delayed disclosure is turned on:

1. Open the insider list in edit mode.
   
   
2. Click on the menu option Close insider list.
   
   
3. Select the reason for closing in drop-down-menu
   
   
4. If you selected Public disclosure of insider information follow the instructions below or if you selected Other go to step 3 of the instruction in the next paragraph.
   
   
5. You will now be taken to a form for Notification of delay in disclosure of insider information following the requirements specified in Article 17(4) of MAR. Some of the field will already be completed with information provided when the insider list was created. Fill in the other fields and enter the Date and Time of the public disclosure.
   
   
6. Contact details of the person making the notification will automatically be filled in with the contact details you have registered in TeamEngine. Change these fields if you want to enter another person's contact information.
   
   
7. Enter the email address to the financial authority. You can enter the default email address to use in Module setting, then you do not have to enter it every time.
   
   
8. You can also choose to send a copy of the notification to the email address provided under Contact details of the person making the notification.
   
   
9. Click Next.
   
   
10. You will now come to a page where you can preview the emails that will be sent to all insiders and the financial authority. Click on Email to insider - send to see the preview of the email. You can also choose to edit the message by clicking the part you want to edit and then make your changes.
    
    
11. Click Send and close insider list. The insider list changes status to closed and e-mails are sent to all insiders and to the financial authority.

 

This is how you close an insider list when the feature Notification of delayed disclosure is turned off:

1. Open the insider list in edit mode.
   
   
2. Click on the menu option Close insider list.
   
   
3. Specify why the insider list is beeing closed. This is an internal comment that will not be shown to insiders.
   
   
4. Enter the Date and Time of closing.
   
   
5. Click Next.
   
   
6. You will now come to a page where you can preview the emails that will be sent to all insiders. Click on Email to insider - send to see the preview of the email. You can also choose to edit the message by clicking the part you want to edit and then make your changes.
   
   
7. Click Send and close insider list. The insider list changes status to closed and e-mails are sent to all insiders.