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FundWare Compliance offers out-of the box coverage of the UCITS rules, as well as other regulatory rules (Non-UCITS rules, US 1940 Act, Canadian Mutual fund rules)
- Pre and post trade compliance monitoring, together with order management
- Integrated data feed (available on request), including securities and parent issuer data
- Backed by deep regulatory expertise
- Used by leading global asset managers
- Available as a hosted or installed solution
For UCITS, this includes:
- Comprehensive derivatives functionality
- Liquidity monitoring
- Multi-jurisdiction coverage
- Coverage of repos, stock lending etc.
- Full documentation and analysis of all rules
- Jurisdictional Comparisons
- Leverage Calculation
- Eligible Assets
FundWare is Simple, Quick and Low Cost
- Installed or Web-based (SAAS, secure FTP) - no internal technology requirements
- Just upload holding file (simple file format) and press "GO"
- Rules are pre-coded
- View results, manage exceptions and run tailored reports
- Can be available in Days
User Suitability (Capital Markets & Investment)
Asset Managers, Trading firms, Wealth Managers
Africa, Asia-Pacific, Europe, Middle East, North America, South America