Increased regulatory pressure, recent consolidations among the actors of the Fund Distribution industry and ever growing competitivity have reshuffled Distributors and Wealth Managers’ positioning towards data and fund information. Providing accurate information across every fund that Distributors make available is often a challenge and one that tends to grow exponentially – consume resources and encompass duties – with scale. The implications for Distributors and being responsible for providing fund information via their website or their platforms, to enable investments either directly to end investors or via sub-distributors should not be underestimated.
From Regulatory requirements (e.g. UCITS KIID, prospectus, target market) as well as marketing purposes and the need to correctly advise and inform investors (e.g. static data, fund factsheet), data and fund documentation play a paramount role for Distributors. We have made our mission to help Fund Distribution actors navigate their clients’ needs, address their regulatory obligations and mitigate their operational and oversight risk.