Service Description
Version 1.0. Last updated on 26 August 2025
Modular Finance offers platforms and tools for Investor Relations, news distribution, shareholder data analysis, IR websites and managing regulatory requirements. This document provides an overview of Modular Finance’s services and add-on functionalities (hereinafter referred to as the “Services”), including their respective components and functionalities. Modular Finance reserves the right to make changes to the content and functionalities of the Services in accordance with the Terms of Service.
Service - Datablocks
Through the data distribution service Datablocks, Modular Finance offers the client the opportunity to receive compiled information on their own website with automatic updates. Modular Finance also provides technical support during the integration. The following components are included in the full version of the service:
Ownership data including ownership distributions by e.g. country or ownership type
Insider transactions and insider ownership
Stock chart and other general stock information
Stock calculator
Key figures including collection of data and updates
Financials targets via chart
Financial calendar
Dividend history via chart and table
Liquidity data for all trading venues
Repurchase data
Transcripts
Number of shares and votes
Support
Service - Monitor
Financial information is compiled and communicated through the analysis platform Monitor. Updates are made continuously to provide current information to a reasonable extent. Modular Finance reserves the right to make changes to the content on the platform, in the PDF report, and in the mobile app.
The following is a summary of the types of information typically communicated on the platform:
Ownership data: Ownership data from currently available underlying data sources such as clearing data, Morningstar, and other data sources identified by Modular Finance.
Investor Targeting: Function for screening potential owners including associated portfolio information.
CRM: Function for logging meetings with investors and other stakeholders, contact details for fund companies & institutions, and statistics tools.
Relevant background data: Data on e.g. short selling, lending, insider trading, price development, trading in the stock, corporate governance, etc.
PDF reports: Monthly reports containing excerpts of the information found on the platform.
Mobile app: Monitor mobile app for easy access to parts of the information on the platform with push notifications for important events..
Training and support
Service - MFN
Through the distribution platform MFN, the client has the opportunity to distribute news such as regulated press releases and interim reports. Modular Finance reserves the right to make changes to the content on the platform. Modular Finance also provides technical support to assist with the integration into the client’s own website.
The following is a summary of the platform and service:
Scheduled distribution of news such as press releases and quarterly reports.
Full exposure in relevant IR channels and integration to the client’s website.
Simultaneous publication of news in accordance with applicable requirements and regulations.
Sophisticated and data-driven analysis tools for IR news.
Quarterly analysis reports containing ownership changes and press release analysis.
Automatic report archive including hidden attachments for the client’s website.
Subscription function for the client’s website.
Training and support.
Service - Strictlog
With the help of the web-based tool Strictlog, the client can manage insider lists in a smooth and secure way.
The following summarizes the type of functionality found in the tool:
Feature for creating postponed disclosures.
Collection and management of personal information for historical, current, and future insiders.
Support for management of permanent insiders (if applicable).
Ability to create multiple separate events (insider lists).
Ability to view historical snapshots of one or more insider registers for any historical time point (date, hour, and minute).
Export of data according to the format and content requirements in force at the time of the Agreement.
Automatic email notifications for various types of events, such as when a new insider is added to the system.
Support for creating a PDMR register (register of persons in a leading position and their closely related persons).
Training and support
Add-On - Estimates
Estimates involve Modular Finance compiling estimates from analyst reports on behalf of the client. Updates are made continuously as new analyses are distributed and Modular Finance will also compile consensus estimates for the key figures the client desires. In Monitor, the client will be able to access detailed estimates per analyst/bank, including history, target prices, and recommendations. Furthermore, several widgets (modules) are included for the client’s website for automatic updates of consensus estimates according to the client’s desired key figures, tables, and graphs.
Add-On - Bonds
Bonds involves Modular Finance compiling and providing ownership data for bonds from available data sources in Monitor. Updates are made continuously in order to, to a reasonable extent, provide up-to-date information. Furthermore, it also includes a widget for the Customer’s website that enables automatic updates of outstanding bonds.
Add-On - SRDII
SRDII involves Modular Finance to, through a subcontractor, initiate requests from a chain of custodians to identify beneficial shareholders. Modular Finance compiles the information and provides the content in Monitor. In cases where data is available, it is indicated whether the shares are managed internally or externally. An analysis report based on the latest information is provided after each compilation of data
Add-On - CRM Pro
CRM Pro includes additional functionality linked to Monitor’s CRM. Below is a summary of the features included in this add-on service:
Ability to send emails
AI-powered import of historical meetings
Tools for creating forms and collecting responses
Seamless event creation in Monitor’s CRM via your own calendar
Additional Service - Accesswire
ACCESSWIRE is a distribution network that enables extended dissemination of the Client’s English press releases, particularly to recipients in the United States. Through Accesswire’s distribution list US National, distribution is made to news and media outlets, online brokers, and trading terminals, among others. Some examples include Digital Journal, Yahoo Finance, TD Ameritrade, and MarketWatch. The exact distribution channels in US National may change, which is beyond the control of Modular Finance. Distribution requires that the Client’s press releases comply with the external distributor’s content policy, as applicable from time to time. This policy may impose restrictions on press releases that contain, inter alia, marketing or promotional material, cryptocurrency-related content, advertising or copyrighted material.