Our Document Feed service enables banks and fund distributors to integrate and access large numbers of fund documents across their existing publications, applications and online platforms.
The service builds on www.fundinfo.com, the world’s largest database of fund documents including legal documents (e.g. Prospectus, KIID, PRIIP KIDs, PHS, KFS, etc) and marketing documents (e.g. factsheets, sales decks, fund profiles, manager commentary etc.). We acquire fund documents covering more than 180,000 share classes from 800 fund providers directly from fund houses or their rigorously approved document delivery partners. This ensures they are of the highest possible accuracy and quality.
fundinfo provides full coverage of the main fund distribution markets in Europe as well as Hong Kong and Singapore with local language versions supported (English, German, French, Italian, Spanish, Chinese etc.). Depending on customer requirements, different implementation alternatives are available to ensure the greatest possible convenience while minimising the cost of technical setup. We provide you with several document access options (Direct Link, Live Query, Landing Pages etc.) according to the needs of your system architecture. Detailed reports are also available for compliance purposes to confirm the status of each document as well as which ones have been accessed.
The Document Feed service saves you time by minimising the resources required to procure, quality control and distribute fund documents to your clients. For a complete solution, combine the Document Feed and Data Feed services to source the data required to address operational templates as well as upcoming MiFID II and PRIIP KID regulations in the same efficient way.