Regulatory change is a constant in the funds industry and we understand the challenges this creates for fund managers, asset owners, platform providers, banks, and wealth managers. At FE fundinfo, our team of regulatory and data experts are here to help you stay ahead of new developments and communicate accurate and complete data to your customers.
Our regulatory compliance solutions seamlessly integrate with your existing business processes and generate operational efficiencies which allow you to spend more time on your core business.
From data collection, validation, and dissemination to report production and global fund registration, we ensure and maintain compliance and transparency across a broad range of disciplines.
Regulatory Data Templates
Regulatory Data TemplatesFind out more
"Our range of regulatory solutions for fund managers and fund distributors, streamlines the compliance process and ensures that businesses are always aware of, and guided through the latest regulatory requirements, templates and reporting obligations. We understand the time involved in undertaking this process in-house and help free up your resources by taking care of the end-to-end process.”
Mikkel Bates, FE fundinfo’s Regulatory Manager
FE fundinfo has successfully completed its transition to, and the production and dissemination of, the revised Key Information Documents (KIDs) for Packaged Retail and Insurance-Based Investment Products (PRIIPs), in time for the European deadline of 1 January 2023.
To promote sustainable financial investments, the Swiss Federal Council launched the Swiss Climate Scores in June this year. Does this represent a step forward or does it simply mean more work for fund managers?