DDO Solutions for Product Distributors

Our customisable fund document and data feed services give you direct and efficient access via secure APIs to quality-controlled fund documents and data of your choice from a single, reliable source.

 

How DDO impacts Product Distributors

Product distributors are expected to take reasonable steps to distribute products to consumers that fall within their target market.

Distributors will therefore need to investigate whether they have sufficient information about the end consumer to determine whether they fall in or out of the target market.  If not, they need to take steps to collect and ingest the outstanding information into the sales process.

For more information on the reasonable steps obligations, read our blog:

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How we can help

 

Data Feeds

FE fundinfo’s Data Feed services provide accurate, reliable and configurable whole of market, raw TMD fund data in simple web-based APIs or widgets.

Our range of fund data feed services are fully scalable, automated and quality assured. They allow investors to filter and search for products that meet their target market, thereby assisting with distributors meeting the reasonable steps obligation.

 

Document Feeds

Our customised Document Feed service enables fund distributors to integrate and access large numbers of fund documents across their existing applications and online platforms.

Examples of fund documents include target market determination (TMD) documents, product disclosure statements (PDSs) and factsheets.

Speak to a DDO Specialist

For more information or to speak to a specialist, please call +61 2 8065 7187 or email [email protected]