Get in touch
Get in touch

Global Funds Registration

Our specialist consultancy and project management service helps remove the administrative burden of obtaining authorisation and distributing your funds in other jurisdictions.

Request a demo Product sheet

MEETING YOUR NEEDS

Maximise your cross-border fund distribution opportunities across 70+ jurisdictions

Investment managers looking to register funds for sale in foreign jurisdictions face a number of challenges due to the complex, varied and ever changing nature of cross-border regulatory requirements.

Our Global Funds Registration service acts as the central point of contact for all your registration requirements. This includes comprehensive advice and guidance regarding requirements, market expectations and costs to assist with your decision making process, and access to a dedicated Registration Manager, who will manage the initial and ongoing registration of your fund in each country on your behalf.

FE fundinfo arranges and maintains fund registration across 72 jurisdictions, managing notifications, applications and ongoing compliance with home and host regulators on your behalf. Whether you are entering a single new market or managing a multi-jurisdiction distribution strategy, we act as your single point of contact for all registration requirements, reduce pressure on internal resource and remove the administrative burden of cross-border compliance.

Request a meeting

  • A team of specialists

    Your dedicated Registration Manager with an average of 15 years’ experience provides support and advice, and facilitates the initial and ongoing registration of your fund. 

  • Digitalisation & automation

    Benefit from our tech-supported solution including digitised registration requests, comprehensive reporting and 24/7 access to your registration matrix via Nexus for Investment Managers. 

  • Improved efficiencies

    Outsourcing all aspects of cross-border fund registration and distribution to a single provider, not only saves costs but also improves efficiency and guarantees streamlined processes. 

Backed up by the numbers

We deliver packaged solutions

that surpass your business requirements and enhance your operating model

  • 72

    Jurisdictions

    Where we have delivered cross-border fund distribution solutions for our clients

  • 15 +

    YEARS OF EXPERIENCE

    In cross-border fund registrations

  • 79 +

    No. of Clients

    Who trust us as their eyes and ears on the ground

KEY FEATURES

Global Funds Registration

Let us guide you through the complex requirements of cross-border funds registration, distribution and marketing.

Funds registration & maintenance

Your dedicated FE fundinfo Registration Manager manages the registration process including completion and submission of EU, EEA and non-EEA notifications and applications. We liaise with home and host regulators, and third parties to ensure registration is maintained compliantly and meets existing and new regulatory requirements.

  • Alex Donati FE Fundinfo
  • Oliver Steen FE Fundinfo
Request a meeting

Dedicated team

We have delivered cross-border solutions in 72 jurisdictions for our clients. We will act as the central point of contact for all your registration requirements. You will have full access to your Registration Manager who will be on hand to take you through the complex requirements of cross-border funds registration.

  • Alex Donati FE Fundinfo
  • Oliver Steen FE Fundinfo
Request a meeting

Pre-sale consultation

We will provide you with a full breakdown of the costs and requirements involved in registering your fund in the target jurisdictions - information that is vital in developing and proving your distribution business case.

  • Alex Donati FE Fundinfo
  • Oliver Steen FE Fundinfo
Request a meeting

Regulatory coverage

Our service covers regulatory requirements under the UCITS and AIFMD Directives across European and worldwide jurisdictions. We provide clear guidance on what each target market requires (from notification procedures to ongoing reporting obligations) so you are never exposed to compliance gaps as regulation evolves.

FE fundinfo is the largest KID and KIID producer in Europe, producing more than 550,000 regulatory documents annually, and our team are experts in the fund data templates used across European markets, including the European ESG Template, European Payments Template, European MiFID Template, and Target Market Template.

  • Alex Donati FE Fundinfo
  • Oliver Steen FE Fundinfo
Request a meeting

European Facilities Service

FE fundinfo is ideally positioned to help you meet the requirements set out by the CBDF regime, with each of the three solutions individually or as a end-to-end solution. 

  • Alex Donati FE Fundinfo
  • Oliver Steen FE Fundinfo
Request a meeting

WHAT OUR EXPERTS SAY

Technology and expertise prove invaluable in optimising your processes

Replacing your existing paying agents with FE fundinfo's European Facilities Service can reduce the overall cost of maintaining your fund's registrations by up to 40%.

Martin Neason

Head of Registration Solutions, Global Funds Registration

Photo 1535868463750 C78d9543614f
REGULATORY DATA TEMPLATES AND CALCULATIONS – INSIGHTS – Global Fund Management Regulatory Outlook 2023 (1)

INSIGHTS

The cross-border distribution of funds regime and its divergence across Europe

Learn about the divergence of the Cross-Border Distribution of Funds regime across Europe and why it's bad news for Investment Managers.

Read more

Related solutions

Explore other modules within our end-to-end solution

PRODUCTS INSTI European Facilities Service TILE

European Facilities Services
PRODUCTS INSTI Regulatory Filing & Reporting TILE

Regulatory Filing & Reporting
PRODUCT INSTI Fund Information Hub TILE

Nexus for Investment Managers
SOLUTIONS INSTI Document Production TILE

Document Production

FAQs

Frequently asked questions

FE fundinfo's Global Funds Registration service arranges and maintains cross-border fund registration across 72 jurisdictions on behalf of investment managers, acting as the single point of contact for all registration requirements.

A dedicated Registration Manager with an average of 15 years' experience manages initial notifications and ongoing compliance with home and host regulators. The service covers funds under both UCITS and AIFMD frameworks and includes pre-sale consultation to help managers assess the costs and requirements of entering new markets before committing.

FE fundinfo has delivered cross-border fund distribution solutions across 72 jurisdictions, covering EU and EEA member states as well as non-EEA markets globally. The service provides regulatory guidance under both the UCITS and AIFMD Directives and supports fund managers in meeting the varying notification, filing and reporting requirements of each target market.

Our team monitors regulatory change across all supported jurisdictions so that your registrations remain compliant as requirements evolve.

Replacing existing paying agents with FE fundinfo's European Facilities Service can reduce the overall cost of maintaining fund registrations by up to 40%, according to Martin Neason, Head of Registration Solutions at FE fundinfo.

Consolidating all aspects of cross-border registration with a single provider removes duplication, reduces third-party fees and eliminates pressure on internal compliance resource.

Pre-sale consultation also helps managers avoid costly registration attempts in markets where the commercial case does not stack up.

The European Facilities Service provides investment managers with a compliant, country-specific point of contact for investor queries — a requirement under the Cross-Border Distribution of Funds regime across EU and EEA markets.

FE fundinfo offers each of the three CBDF facility solutions individually or as an end-to-end package, giving managers flexibility to meet their specific regulatory obligations. Outsourcing this requirement to FE fundinfo removes the need to establish and maintain in-country facilities independently, which is both costly and operationally complex.

The Cross-Border Distribution of Funds regime introduced new requirements for investment managers marketing funds across EU and EEA borders, including the obligation to maintain facilities for investor queries in each country of registration. FE fundinfo's European Facilities Service is purpose-built to meet these requirements, providing compliant, country-specific investor contact points that satisfy local regulatory expectations.

Managers can adopt each element of the solution independently or take the full end-to-end package, depending on their distribution footprint and operating model.

Before committing to fund registration in a new market, FE fundinfo provides a full breakdown of the regulatory requirements, market expectations and costs involved.

This analysis is designed to help investment managers build and validate their distribution business case, identifying markets where the commercial opportunity justifies the compliance overhead.

The pre-sale consultation is included as part of the Global Funds Registration service and is managed by your dedicated Registration Manager.

Once a fund is registered, FE fundinfo manages all ongoing compliance obligations including filing deadlines, reporting requirements and regulatory updates across each jurisdiction. Your dedicated Registration Manager liaises with home and host regulators and relevant third parties to ensure registration is maintained compliantly as requirements change. Investment managers also have 24/7 access to their full registration matrix via Nexus for Investment Managers, giving complete visibility of registration status across all markets at any time.

RELATED INSIGHTS

What we think

Stay better connected and better informed...

Insights

Global Funds Registration goes digital - Q&A with Martin Neason

Press release

FE fundinfo acquires Fundsquare and forms partnership with LuxSE to establish a centre of excellence for regulatory reporting in Luxembourg

Insights

Fundinfo.com and etfinfo.com available in six new countries

Insights

Global Fund Management Regulatory Outlook 2024