European Facilities Services
Reduce the cost of your fund’s distribution and accelerate your go-to-market as part of Cross-Border Distribution Framework obligations
MEETING YOUR NEEDS
Reduce the complexity and up to 40% of costs of your cross-border registration process
The Cross-Border Distribution of Funds (CBDF) regime introduced major changes to the marketing of funds in Europe. These changes aim to reduce the regulatory barriers associated with selling and distributing investment funds across different jurisdictions in Europe.
For Asset Managers, one of the key, and perhaps most beneficial changes, was the removal of the need for UCITS funds to have a physical presence in the host Member State for the purpose of making facilities available to local investors.
Although Asset Managers can benefit from the removal of a physical presence, the CBDF still imposes a number of stringent requirements that must be met regarding marketing communications and the publication of regulatory information. Therefore, the need to comply with CBDF, and transition from the traditional paying agent structure can present a number of challenges for Asset Managers including the lack of CBDF information readily available and necessary processes in place for efficient cross-border distribution.
FE fundinfo builds on over 15 years of experience delivering Facilities Services, with in-depth knowledge and understanding of CBDF requirements. Our European Facilities Service removes the “agent” confusion and effort involved in complying with EU legislation, all through a single solution.
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Speed to market
Due diligence across multiple jurisdictions takes time and effort. We remove the administrative burden that arises with KYC/AML checks and the repeated signing of agreements and contracts.
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Cost-efficiency
By working with a single provider across all jurisdictions and removing the reliance on the current paying agent infrastructure, our service will reduce the costs of cross-border distribution.
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Effective communication
We will handle all communications from investors and regulators in each jurisdiction. All enquiries will be acknowledged and actioned in accordance with the fund manager’s requirements and in their respective EU language. Asset Managers also have the benefit of leveraging our proven solution for producing, storing and distributing compliant fund data and documents via our extensive dissemination network.
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A single solution
Increase operational efficiencies and streamline your cross-border distribution process by outsourcing to a provider that can undertake the requirements of the CBDF in a single solution.
BACKED BY THE NUMBERS
One provider covering the whole region
Leverage off our expertise, relationships and technology capabilities to boost your process.
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30
Countries in scope
Across the EEA
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15 +
YEARS OF EXPERIENCE
Delivering Facilities Services
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40 %
MAXIMUM SAVING
From using a single provider
KEY FEATURES
European Facilities Services
Reducing costs and increasing your speed to market in the distribution of your fund in European Countries
Effective communication
We will handle all communications from investors and regulators in each jurisdiction. All enquiries will be acknowledged and actioned in accordance with the asset manager’s requirements and in their respective EU language. Asset Managers also have the benefit of leveraging our proven solution for producing, storing and distributing compliant fund data and documents via our extensive dissemination network.
A single solution
Increase operational efficiencies and streamline your cross-border distribution process by outsourcing to a provider that can undertake the requirements of the CBDF in a single solution.
Experience and knowledge
Take advantage of our expert understanding of the requirements of the CBDF Directives. Our European Facilities service builds on 15 years’ experience of offering a facilities service in the UK.
WHAT OUR EXPERT SAYS
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
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