Streamline your cross-border fund distribution
Fund managers looking to register funds for sale and marketing in other jurisdictions can encounter a number of challenges due to the complex nature of varying cross-border requirements.
Our Global Funds Registration service acts as the central point of contact for all your registration requirements. This includes a bespoke Registration Manager who you’ll have full access to, offering guidance through the complex requirements of cross-border funds registration.
How we can help
Work with experts
The team, including our regulatory experts, has the requisite expertise to be able to steer you around the complexities of the cross-border registration process.
Improve efficiencies & reduce costs
We will handle all the administrative burden normally associated with the cross-border registration of funds, giving you back the freedom to focus on your core business, managing and growing assets.
Flexible & comprehensive service
The service is completely adaptable to your requirements. It allows you to hand over as much or as little of the process as you wish. We also ensure the registration is compliant year-on-year by liaising with the necessary third parties.
Global Funds Registration Capabilities
Fund registrations & maintenance
Your dedicated FE fundinfo Registration Manager provides specialist advice for the 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.
We have delivered cross-border solutions in over 70 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.
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.
Our service provides information, advice and guidance on the regulatory requirements under UCITS and AIFM Directives in European and worldwide jurisdictions. We are also fund regulatory data experts in EET, EPT, EMT and TPT and the largest KID/KIID producer in Europe, helping our clients produce more than 550,000 documents every year.
UK & European Facilities Service
Following major changes to the Cross Border Distribution of Funds (CBDF) regime in August 2021, fund managers no longer need to maintain a physical presence in the host Member State for the purpose of making facilities available to local investors. To find out more about outsourcing your facilities service as a provider distributing funds in the UK and Europe, click here.
Partnering for success
Trusting another business to execute work for our clients is not a decision we take lightly, so we entered into a ring-fenced pilot project with Global Funds Registration, working through every step together to ensure we delivered according to our client’s expectations.”
Annette Stack, Director at Davy Global Fund Management
Backed up by the numbers
Jurisdictions where we have delivered cross-border solutions for our clients.
Years' experience in cross-border fund registrations. We know the hurdles and pitfalls that a fund group needs to avoid.
Clients who trust us as their eyes and ears on the ground, updating them on market changes to ensure compliance in each jurisdiction.
European Facilities Service
Our European Facilities Service removes the “agent” confusion and effort involved in complying with EU legislation, all through a single solution.
Regulatory Data Templates
Our solutions for Fund Managers collect and validate your data, populate the required templates and send the data wherever it is needed.
Regulatory Document Production
Our tools enhance your operational efficiencies while meeting regulatory obligations.
Support your sales efforts by publishing added value content and videos on your funds via multiple distribution channels using our content distribution service.
Our Eco-Label screening and registration service helps you obtain and maintain your chosen Eco-Labels and ensures your fund’s ESG credentials are recognised by investors.
Global fund registration and maintenance
Our specialised consultancy and project management service helps remove the administrative burden of obtaining authorisation and distributing your funds in other jurisdictions.