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fundinfo is preparing for Distribution Oversight / Upstream Reporting

August 02, 2018 | Company | Front | News | Platform | etfinfo | Businesspartner |

One of the numerous regulatory requirements of MiFID II is that distributors must inform asset managers to which client segment they have actually offered and sold their funds. At present, various working groups and associations are working intensively on practical implementation of this reporting system, and on how distributors can make this "upstream reporting" or "distribution oversight" operationally efficient.

fundinfo is following these developments with great interest, and is working closely with the fund industry to clarify the issues around this new reporting requirement. We plan to offer our customers an efficient and integrated service in the area of distribution oversight reporting in the near future.

Our team is happy to keep you up to date on our developments.