top of page

Indigita and FE fundinfo partner up to ease compliance in cross-border placement of investment funds

Swiss regtech company Indigita SA and FE fundinfo, a global leader in investment fund data and technology, have announced a partnership, which aims to improve the quality and depth of compliance checks for cross-border placement of investment funds. The partnership combines FE fundinfo’s leading fund data with Indigita’s trusted inApp solution to offer banks and external asset managers even more granular compliance information, allowing them to uncover business opportunities targeted at specific clients.

Click here to read the press release in: EN / DE / FR / IT

Under the new collaboration, the inApp solution of Indigita will combine FE fundinfo’s data with the regulatory know-how of BRP Bizzozero & Partners SA. Consequently, financial institutions will be able to perform unprecedented cross-border placement checks on single share classes of investment funds.

The joint solution will be integrated as a new inApp feature: In the event a selected share class cannot be offered to a specific client due to regulatory restrictions, inApp will suggest an appropriate alternative share class for the same sub-fund, if available. This ensures that financial advisers won’t overlook any opportunity available that would match the profiles of their clients.

InApp users can look up product placement information for a certain share class of a fund by simply entering the corresponding ISIN code. The guidance provided through inApp considers the type of client, their qualification and further parameters that could play a role in the respective scenario. The tax suitability checks performed by inApp also benefit from this new functionality.

Tim Goodhind, Chief Revenue Officer at FE fundinfo, said: “Making investment fund data accessible and leveraging technology across the fund industry to allow better investment decisions and regulatory compliance is part of our core mission. We are delighted to welcome Indigita to our global partner network.”

Achille Deodato, CEO of Indigita, said: “We can now leverage the data of FE fundinfo to provide the needed granularity and guidance to our clients who advise or invest in funds. InApp continues its development path and maintains simplicity of use when it comes to cross-border controls on activities, products placement and tax suitability.”

105 views0 comments


bottom of page