Cross-Border Distribution Enablement
Expand into new markets and streamline ongoing cross-border distribution — with expertise spanning strategy, operations, and compliance.
Scale cross-border fund distribution
-
Leverage global network of agreements with platforms and distributors
-
Outsource the delivery of all essential fund data to your distribution partners
-
Calculate and manage platform and retrocession fee payments on your behalf
-
Delegate the KYC "know your customer” and distributor onboarding due diligence
-
Market your funds in Europe using our MiFID license as tied agent
-
Enter the Swiss market by leveraging Broadridge as your legal representative
-
Fully managed and governed UCITS funds and AIFs globally
-
Create regulatory documents at scale
-
Produce templates and translations efficiently
-
Validate product data with third-party data vendors
-
Evaluate market opportunities by analyzing investor demographics and archetypes
-
Promote funds in Germany through expert distribution and third-party marketing teams
Optimize your distribution strategy from definition to execution
Improve distribution performance with centralized oversight, regulatory support, and the insights needed to expand efficiently across the market.
Swiss representation, MiFID tied-agent offering, global fund registrations, publications, and facilities management
Leverage global network of agreements with platforms and distributors
Delivery of all essential data to your firm’s distribution partners
Manage KYC “know your customer”, distributor onboarding and due diligence
Efficient calculation and payment of all platform and retrocession fees
Strengthen your market-entry plan with investor insights and a distribution strategy review to assess performance potential
Build your presence in new markets
Capitalize on expertise recognized by regulators, governing bodies and their distribution partners and asset management clients
