Rules
Configurable rules for time- and condition-based securities restrictions (escrow, vesting).
- Rules ManagementCreate and manage security restriction rules for your organisation. Select a rule to view its details, linked security classes, and application history.
- Rule ApplicationApply a published restriction rule to a holding — when creating a transaction, or to an existing transaction.
- Rules Notification SettingsConfigure automatic email notifications sent to investors and your team when a security restriction is released.
- Simulate a RestrictionPreview the exact release dates and quantities a rule will produce for a real quantity, before you publish or apply it. A simulation never changes anything.