BMO had been using FE fundinfo’s Regulatory Documents & Templates solution for UCITs KIIDs for about three years. So, when the pressure was on to comply with the latest round of regulatory requirements in the shape of PRIIPs and MiFID II, it seemed logical to extend FE fundinfo’s services to cover the new regulations.
Will Maydon, Director and Partner of fund distribution firm Campion Capital explains how FE fundinfo's Global Fund Registration (GFR), plays a key role in his business proposition by taking away the administrative and legal burden of fund passporting from his fund manager clients.
Looking to gain more effective control and management of the group’s fund data to support its vision for the business over the next decade, this mid-sized asset management company selected FE fundinfo Data Dissemination to deliver the single, ‘golden’ source needed to ensure accuracy, consistency and timeliness in the data being published about its funds, across all channels.
Brisbane Private Wealth are a full-service financial planning firm with a client list of over 200, many of whom are retirees or pre-retirees. They are exponents of ‘evidence-based investing’ and have found that drawing on the depth of data that FE Analytics offers has ‘improved our business efficiency enormously’ in communicating this message to clients.
Woods and Partners are a Melbourne-based boutique financial planning firm established in 1984. As an employee owned and run business, their focus is on independently researched bespoke portfolios and strategies, with an emphasis on stability and responsible management. Ashley is part of a team of four advisers, and undertakes the majority of the research into fund selection at Woods and Partners.