Substantial Shareholder Disclosures – Monitoring and Compliance Platform
Solicitation number 24-10-850
Publication date
Closing date and time 2024/05/03 16:00 EDT
Last amendment date
Description
This NRFP is intended to solicit Proposals to deliver and implement a Platform for substantial shareholder disclosure monitoring and compliance as outlined in this document (the “Project”).
What problems must the Platform solve?
• Rapid rate of regulatory change and increasing global reporting requirements regarding substantial shareholder disclosure and other securities law requirements.
• Adapt AIMCo’s processes to reflect the increasingly global nature of AIMCo’s investment platform.
• Reduce risks of non-compliance with global substantial shareholder (and potentially sensitive industry and position limits) regulations, including those arising from missed or late filings.
• Reduce risk of human error that may arise from manual preparation of filings.
• Simplify and automate preparation of substantial shareholder filings (and potentially sensitive industries and position limits) and monitoring processes.
Contract duration
The estimated contract period will be 12 month(s), with a proposed start date of 2024/07/01.
Trade agreements
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Canadian Free Trade Agreement (CFTA)
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Canada-European Union Comprehensive Economic and Trade Agreement (CETA)
Contact information
Contracting organization
- Organization
-
Alberta Investment Management Corporation
- Address
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1600 - 10250 101 St NWEdmonton, Alberta, T5J 3P4Canada
- Contracting authority
- Simone Du
- Phone
- +1 (780) 394-1672
- Email
- Procurement@aimco.ca
- Address
-
1600 - 10250 101 Street NWEdmonton, Alberta, +1 (780) 394-1672Canada
Bidding details
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