BMO had been using FE fundinfo’s Regulatory Documents & Templates solution for UCITs KIIDs for about three years. So, when the pressure was on to comply with the latest round of regulatory requirements in the shape of PRIIPs and MiFID II, it seemed logical to extend FE fundinfo’s services to cover the new regulations.
Investec Asset Management became a user of FE Analytics in April 2017 and whilst the relationship remains young, sales manager, Alex Jones and sales director, John Lester explain how Investec Asset Management is already seeing the benefits that the tool provides.
Will Maydon, Director and Partner of fund distribution firm Campion Capital explains how FE fundinfo's Global Fund Registration (GFR), plays a key role in his business proposition by taking away the administrative and legal burden of fund passporting from his fund manager clients.
Looking to gain more effective control and management of the group’s fund data to support its vision for the business over the next decade, this mid-sized asset management company selected FE fundinfo Data Dissemination to deliver the single, ‘golden’ source needed to ensure accuracy, consistency and timeliness in the data being published about its funds, across all channels.
Prior to implementing FE Analytics, Cygnet’s advisers did not have a huge amount of data to share with clients. Once they started using the new solution however they had access to much, much more and clients loved the additional information they were getting - and the way it was presented.