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Amid this period of ongoing change, with the potential for continued market volatility, Broadridge stands ready to help you navigate what’s next. Our highest priorities are keeping our associates safe and ensuring our ability to serve our clients. View resources.

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Fully Paid Lending Program Readiness

Fully Paid Lending (FPL) – under its various product names – has evolved with the market to become a core expectation of an increasingly large segment of the investor community. In today’s world, those educated customers are driving the market.

Key benefits include:

  • Add revenue streams to your business by unlocking valuable assets and accessing new fee income.
  • An end-to-end FPL program, driven by targeted technology and deep expertise, enhances the business value of fully paid lending.

To help you build a roadmap and business case for FPL, we’ve created these “readiness checklists” to assess:

  • Client Onboarding
  • Operations
  • Books and Records
  • Compliance
  • Reporting
  • Audit and Examination Scope
  • Key Rules and Processes Impacted by FPL Program
  • High-Level Business Process Workflow

Three versions are available to help you “check the box” of FPL program readiness no matter where you’re located:

At Broadridge, we help our clients build a business case for FPL, develop a blueprint for adoption, ease migration, and optimize operating models.

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