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Regulatory requirements for Fund Managers on the increase in Asia
To help Fund Managers and Distributors fulfil their obligations under the new rules from the Hong Kong SFC, FE fundinfo is currently collecting this data from Fund Managers and supporting them in disseminating their regulatory data and documents to Fund Distributors via data feeds to help them demonstrate suitability.
Using data and analytics to help reassure your clients
With the high levels of market volatility seen over recent weeks many of the conversations advisers are having with their clients are focused on the strategies available to help mitigate the risks of falling markets. It’s also an important in times like these to reiterate to clients why they should continue to invest for the long term and not react to short term panic.
The timing of changes to PRIIPs KIDs?
The European securities regulator ESMA has delayed the deadline for responses to its consultation on technical standards on the provision of investment services and activities by third-country firms by four weeks from the end of March to 28 April.
Update - Business Continuity Planning for the COVID-19 threat
All our lives and businesses are changing in response to the COVID-19 pandemic. It is an uncertain and unprecedented time for everyone and our concern is always first and foremost the health and safety of our employees, customers and partners.
Ten fund managers join FE fundinfo’s Alpha Manager ‘Hall of Fame’
Fund managers from some of the UK’s leading groups have been added to the coveted 2020 Alpha Manager Hall of Fame, an elite list of fund managers recognised by global fund data and technology provider, FE fundinfo.
Empowering you to deliver sound investment advice
We understand the pressures facing financial advisers with increased regulation and administrative burdens. We’re constantly looking for ways to evolve our services so users have the investment research tools and solutions needed to future proof their businesses and provide the very best advice to their clients.
Italian Ministry of Economy and Finance confirms mutual recognition of UK-domiciled funds until end of 2020
The Italian Ministry of Economy and Finance (MEF) has ruled that UK regulated companies will be allowed to continue operating within Italy at least until the end of 2020.