Many events happen in a fund lifetime; most of them have an impact on fund distribution.

Do you have a distribution strategy ? Where are your investors located ? What if the subscriber is a pension fund, a bank, an insurance undertaking, a retail investor ? How to deal with reverse solicitation ? How to approach a market ? What is the best suitable regime in a given market ? Do you have budget forecasts ? Do you know your market breakeven ? Shall you appoint local representatives ? What are the local marketing material rules ? Is your website compliant ? How to terminate marketing ? Do you have procedures, roadmaps and tools to manage your distribution oversight duties ? Do you have sufficient resources to ensure timely market watch ? All these aspects are covered by the FundGlobam market intelligence.

Still struggling with a tricky question ? Call the FundGlobam hotline.