Funds-Axis’ 13F solution is a module within our core application and has been on offer since 2016. The module provides automated filing for clients in scope for US SEC 13F which is required to be filed on a quarterly basis.

Below is a simple look at how our technology works:

Regulatory Information

For regulatory background on 13F please click here for a link to Atlas.

Governance

Click here for our recommended 13F Governance Checklist. This is completed as part of the 13F Report finalisation process.

Data Lists

For the latest SEC 13F list of stocks, please click here.

Brochures

For more information on our US 13F Reporting services, please click below.