Case Studies
Our case studies illustrate how we help asset managers and asset servicers to master global fund distribution
2 results found
On "marketing-communication"
Case study 11
AMF requirements on green, sustainable, SRI and ESG products disclosure
EU UCITS funds
Business need
EU UCITS marketing funds labeled green, sustainable, SRI or ESG in France, and wishing to communicate on non-financial criteria have to comply with recent French AMF’s 2020-03 guidelines. A ga ...
FundGlobam's role
Results
Case study 5
Marketing material compliance for multiple jurisdictions
Tier 3 Luxembourg asset manager
Business need
Tier 3 Luxembourg asset manager already distributing its funds in several EU and non-EU markets was concerned about the risk of failing to comply with non-harmonised local marketing material rules.
FundGlobam's role
Results