Make use of fundinfo’s industry proven Document Dissemination service to ensure that all marketing and legal documents of funds are available to all your distribution partners in Europe, Asia and US offshore. At the same time, you can satisfy local regulatory requirements such as KIID and PRIIP KIDs.
Save time and stay in control of the information that your investors and prospects are accessing via the most widely used, globally available document library. Thanks to multiple delivery interfaces (e.g. portals, email service and document feeds) fundinfo ensures that your information is delivered in the most appropriate way to each platform while satisfying client-specific needs (e.g. global bank or smaller IFA). Most importantly, Document Dissemination is easily integrated directly into your sales workflow.
Compliance tracking is also available to verify when your partners received your documents and whether they have been accessed. Choose your recipients from fundinfo's large network of banks, asset managers, fund platforms, data vendors and financial portals such as Barclays, Bank of China, CA Indosuez, Citi, Credit Suisse, Deutsche Bank, HSBC PB, Julius Bär, Morgan Stanley, and UBS.
For a complete service offering, Document Dissemination can be combined with Data Dissemination service to fully address operational and regulatory requirements (including MiFID II and PRIIPS).