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FE fundinfo – global leader of fund information, technology and services – will launch its newly developed fee and distribution channel management services in early 2024. The service will support asset managers with rebate, trailer fee, platform fee and other sales commissions during the reconciliation, calculations processes and reduce administrative burden around distribution agreements and counterparty due diligence. During the past six months, FE fundinfo partnered up with multiple asset managers to develop this service within a pilot project.
A key objective of the pilot project was to obtain a good understanding of the business requirements from several asset managers with different fund ranges, distribution jurisdictions and specific operation processes. The...
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