Colchester achieves seamless Overseas Fund Regime transition with FE fundinfo’s GFR consultancy

How FE fundinfo’s GFR Team delivered full FCA compliance, ensured cost efficiencies and no disruption post-Brexit 

BACKGROUND 

Colchester Global Investors (Colchester) is a London-based, privately owned bond manager with approximately US$25 billion AUM and offices worldwide. After Brexit, its UCITS funds were marketed in the UK under the Temporary Marketing Permissions Regime (TMPR) and therefore required recognition under the new Overseas Funds Regime (OFR) to maintain access to UK retail investors. 

The process was complex and time-sensitive, involving FCA applications, accurate registration data and compliant documentation. Colchester partnered with FE fundinfo’s Global Funds Registration (GFR) team for its cross-border expertise and end-to-end management – avoiding internal strain and ensuring a smooth transition. 

OBJECTIVES  

Colchester aimed to mitigate internal strain, reduce risk and maintain uninterrupted UK distribution 

• OFR compliance 
• Deadline control
• Data accuracy
• Cost efficiency
• Market continuity  
• Risk reduction

ACHIEVEMENTS 

FE fundinfo’s GFR team delivered a fully managed transition for 12 sub-funds, from planning through FCA approval. The result: zero disruption, cost efficiencies and a repeatable model for future regulatory changes.

• End-to-end management: GFR prepared and submitted all FCA-required data and documents, managed regulator queries and tracked applications through to approval – meeting all landing slot deadlines without internal bottlenecks.
• Data integrity: All registration data was centralised in FE fundinfo’s core database, ensuring accuracy and eliminating discrepancies across platforms and distributors.
• Risk reduction: GFR monitored FCA updates, ensured timely filings and validated all documents for compliance – removing the risk of missed deadlines or non-compliant submissions.
• Growth enablement: With UK access secured, Colchester can now add funds or expand into new markets using the same scalable model, without increasing headcount.