TMD Creation for Product Issuers

Our regulatory document production tools are built to scale and enhance your operational efficiencies while helping you meet the DDO obligations.

 

Target market determination (TMD) document creation

Automate your data validation and target market determination (TMD) creation and achieve operational efficiencies that can help you meet your DDO requirements.

Reduce compliance risk

 

Our data and technology led solutions minimise manual handling and the associated risks of disparate sources of data and separate vendors.

We can help you establish in-built workflows and triggers to help with your TMD review process in order to remain compliant under the DDO regulation.

A true end-to-end solution

 

At FE fundinfo, data is at the heart of everything we do.

Our ISO accredited data processing teams check and validate requisite data as part of the collection process to ensure all static, dynamic, and regulatory fund data is correct before it flows through our document production solutions.

Consistent output

 

Brand consistency drives the growth and recognition of leading global brands.

Our configuration tool gives you the flexibility and control in designing your TMD templates for consistent output in your desired format, whether in PDF or interactive HTML for greater digital engagement.

Speak to a DDO Specialist

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

Single source of data

While we support the openfunds standard, we also accept data in other forms and sources.

Our data team will help asset managers produce a single source of clean data before it is ingested, using our data partner portal, fully validating each file to ensure accuracy.

Document audit and archive

All user permissions are controlled and documents must be accessed via a secure portal.

The portal documents a trail of completed actions, essential for any transparent, compliance process. Published documents are archived should there be a need to review them in future.

Linked dissemination service

Our linked Dissemination service allows asset managers to efficiently and effectively distribute documents to key regulators, aggregators, and fund distributors, including platforms.

Global expertise

We are leaders in regulatory document production across Europe, the UK, Hong Kong and Singapore with extensive expertise in PRIIPs KIDs and MiFID II solutions.