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
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 11, 2016

What is MiFID II ?

mifid2-data-collection The Markets in Financial Instruments Directive II (the “Directive”) is a comprehensive set of amendments to the Markets in Financial Instruments Directive that has been in force since late 1997. The new Directive comes into force on 3rd January 2018. The Directive is not directly… Read More
August 29, 2016

PRIIPs – Decisions Expected

PRIIPs European_Parliament On Thursday September 1st, the European Parliament’s committee on economic and monetary affairs, ECON, is set to debate on the PRIIPs Regulatory Technical Standards. A draft of the agenda for the parliamentary meeting can be found here. As we await final sign off and guidance… Read More