Calyptus solutions :

Listed French companies have the widest range of tools available for identifying their shareholders. Calyptus is the only French agency to provide a complete response to the shareholder identification issue. Indeed, the agency incorporates all of the solutions available in this area :
Euroclear identifiable bearer securities (TPI) : setup, cost optimization, analysis
Database with Lionshares : annual subscription with permanent access to all the positions referenced for all listed companies, or one-off studies.
Foreign shareholding surveys : questioning of custodians and subcustodians identified through Euroclear in order to discover the identity of the end holders.

For small and mid caps (50 - 5,000 million euros), the best results are achieved through tailor-made surveys, made possible by the limited number of custodians. This involves genuine investigative work, looking to discover the identity of the end shareholders, the management company they belong to, and the names of the managers and/or buy-side analysts. This is based on a methodical process of questioning and issuing reminders, as well as crosschecking, and often conviction, with custodians that are not particularly aware of the provisions of the French new economic regulations law (Loi NRE) - although it came into force back in 2001.

The best possible solution combines the survey (exhaustive, but set in time) and the database (constantly accessible, but on only part of the shareholding). Calyptus is able to offer combined packages at highly competitive prices.