In Australia, we're the data partner to 300+ Australian asset managers and distributors. We collect, validate and distribute data and documents to the Australian financial services market via platforms, leading research houses, and global data providers.
In the coming months as the Design and Distribution Obligations (DDO) regulation comes into effect, distributors will require Target Market Determination (TMD) data and documents from issuers in order to continue the retail sales of financial products.
To help our clients and providers meet their DDO obligations, our data feeds are being extended to include TMD data and documents.
Data Partner Portal
Our Data Partner Portal is a platform designed for fund managers, document producers and legal fund representatives, covering all aspects of data transmission to FE fundinfo.
As data distribution and document creation are our core businesses, the Data Partner Portal provides the required support by ensuring that your fund data and documents are as complete, up-to-date and accurate as possible.
Why use the Data Partner Portal?
Registration is free and using the portal will help to streamline the data submission process through reducing the number of phone or email interactions. It also offers:
Template & guidance
Download the latest FSC data template, access the template specification and a guide on how to complete it
Delivery arrangements
Let us know who will be sending your data and when we can expect it
DDO data validation
The self-service data checking tool validates your data at a file level and instantly produces a validation report
How does it work?
This short video tutorial will take you through the process of registering on the portal, setting the delivery arrangements, accessing the latest FSC template, uploading your data file and validating the data.
What should you do?
Download: Data File Template
1. Register for free on the Data Partner Portal to access the latest FSC template, set the delivery arrangements and validate your DDO data
2. Email your completed Data file to [email protected]
3. Email your TMD documents to [email protected]
Additional Information
FE fundinfo is here to help the industry prepare for the upcoming DDO deadline.
If you have any questions or need assistance, please contact us at [email protected].
DDO Readiness Survey Report 2021
Find out how businesses understand the regulation, how they will be impacted by the regulation, and whether they will in fact be compliant in time for the deadline.
White Paper: DDO - A Closer Look
Our white paper provides a summary of the obligations facing product issuers and distributors and addresses some of the common questions in relation to the regulation.
DDO Timeline: Helping you stay on track
This indicative timeline can help businesses ensure that they will be on track to meet their regulatory obligations in time for the deadline.
