FundConnect has entered into an agreement with FE fundinfo where FE fundinfo has acquired FundConnect

FE fundinfo is a leading global fund data and technology company. We share FE fundinfo’s vision to create a Pan-European fund data and technology champion. Our expertise in data automation and technology solutions complement the offerings provided by FE fundinfo and allow us to support our European client base in streamlining their businesses and remaining […]

ESMA updated its Q&As on the Prospectus Regulation, and the Application of the Undertakings for Collective Investment in Transferable Securities Directive (UCITS Directive). The four new Q&As on the Prospectus Regulation include answers regarding the following topics: – Global Depositary Receipts (GDRs) – Transferable securities – Conversion or exchange of non-transferable securities and exemption from […]

We are happy to be part of the newly created TURN Solution Partner panel where we can service TISA Universal Reporting Network (TURN) users with services ranging from regulatory template production (EMT, EPT, PRIIPs KID, UCITS KIID, TPT) to data & document publication.

Sustainable Finance Disclosure Regulation (SFDR) applies as of 10 March 2021. If you need help with either disclosing ESG information or collecting the data from asset managers, contact [email protected] and learn how you can benefit from the free exchange mechanism between fund managers and fund distributors.

ESAs issue a joint Supervisory Statement on the application of the Sustainable Finance Disclosure Regulation. The statement clarifies what the ESAs expect to be ready by 10 March 2021 and what can be performed during the rest of 2021. Contact us for support on disclosure solutions in that respect.

Another successful UCITS KIID production round finalized with our clients creating their documents ahead of the 18 February deadline. If you are searching for UCITS KIIDs or PRIIPs KIDs production, contact FundConnect at [email protected] and learn about our UCITS KIID /PRIIPs KID Automated Production Platform.