Example memo on PDMR and PCA obligations
Download our comprehensive memorandum template for communicating obligations to persons discharging managerial responsibilities (PDMRs) and their closely associated persons (PCAs) under UK and EU MAR.
Ensure full compliance
Comprehensive guidance helps PDMRs and PCAs understand and meet their regulatory obligations.
Streamline notifications
Clear procedures and timelines help manage the complex web of PDMR and PCA notifications efficiently.
Minimise compliance risk
Robust procedures and practical guidance help prevent inadvertent breaches of dealing restrictions.
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What's inside this resource?
Learn more about the content and key features of this resource
PDMR identification
Guidance on identifying PDMRs and their obligations under the Market Abuse Regulation.
PCA notification requirements
Detailed explanation of PCA identification and notification obligations for both PDMRs and their PCAs.
Closed period guidance
Clear explanation of trading restrictions during closed periods and conditions for exceptional circumstances.
Dealing notification procedures
Step-by-step process for notifying and disclosing transactions in company securities.
Timeline requirements
Comprehensive coverage of notification deadlines and timing requirements for different types of transactions.
Practical examples
Real-world examples of common scenarios PDMRs and PCAs may encounter, with clear guidance on required actions.
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