May 9, 2018

PRESS RELEASE: Broadridge Acquires FundAssist

Broadridge Acquires FundAssist to Further Expand Regulatory Communications Capabilities for Asset Managers Extends Existing Governance and Communications Business to European Markets LAKE SUCCESS, N.Y., May 9, 2018 – Broadridge Financial Solutions, Inc. (NYSE:BR), a global fintech leader, has completed the acquisition of FundAssist Limited, a regulatory,… Read More
February 13, 2018

Get 25% off your FundForum ticket with FundAssist

FundAssist are proud sponsors of FundForum International, the world's largest fund management event taking place in Berlin on 11-13th June 2018 in the InterContinental Hotel. There are a wide variety of speakers and exhibitors this year, FundForum 2018 is shaping up to be one of… Read More
June 30, 2017

What Next for Investor Engagement?

Investing is boring. For anyone under the age of 30 investing ranks a long way down in the list of important financial decisions. Investing ranks much lower than spending on the latest smartphone, streaming service or wondering how on earth it is possible to afford… Read More
January 12, 2017

MiFID II Product Governance Requirements – Our Summary

MiFID II Target Market The period to submit comments to ESMA's  consultation paper on “Draft Guidelines on MiFID II Product Governance Requirements” ended on 5 January 2017; FundAssist has made a submission and all replies will be published on the ESMA's website. In the article below we have summarised… Read More
November 15, 2016

PRIIPs implementation: to delay or not to delay?

priips-implementation The European Commission has written on 11th November 2016 to the European Supervisory Authorities (ESAs) requesting that they review the rejected RTS to take into account concerns in four distinct areas on the PRIIPs KID. The ESAs have been asked to respond to the European… Read More
November 9, 2016

PRIIPs Delayed By 1 Year. Time To Relax ?

priips-delayed On 9th November the European Commission officially proposed a 12 month delay (see the official Press Release) to the application of the PRIIPs regulation. While this delay provides much needed breathing space to PRIIPs manufacturers, it should not lead to complacency and the industry must continue… Read More
November 2, 2016

FundAssist wins new KIID award

kiid-award FundAssist’s award winning KIIDs services has been once again recognised by the industry and we are proud to announce we have been named as one of the winners in the 2016 European Business Awards, hosted by Corporate Vision. We are grateful to all our clients… Read More
October 27, 2016

PRIIPs Other Ongoing Costs vs UCITS Ongoing Charges

PRIIPs other ongoing costs What is the difference between PRIIPs Other Ongoing Costs and UCITS Ongoing Charges for funds? The good news for fund product manufacturers familiar with the UCITS KIID OnGoing Charges (OGC) is that there are only minimal differences between its calculation methodology and that required for… Read More