We are offering technology to support your work related to compliance. We:
Our initial goal is to offer an efficient solution for due diligence of counterparties.
The workload related to due diligence of counterparties must be decreased. More or less the same questionnaires are being sent between the parties in a large number of e-mails.
Instead of the above, store a client profile with us and share it with approved readers. Perform due diligence in our platform.
Our client profiles are based on the analysis of hundreds of forms.
Oliver Lagerström, CEO MFEX Mutual Funds Exchange AB and member of our User GroupWe use Global Fund Watch in relation to our clients, currently 800 fund companies and 120 distributors all over the world.
We are developing standardized forms, reports and checklists together with clients. Get involved in our user group to influence the content and to access the ideas of others.
Our goal is to excel existing forms in areas related to anti-money laundering and client protection. E.g. MIFID II.
You can monitor all types of counterparties in our platform. E.g. fund companies, IFAs, banks and insurance companies.
We will prove that an active control is performed on a regular basis. The goal is to offer transparent control of the whole distribution chain incl. sub-distribution.
Book a demo to see how it works.
Global Fund Watch can be used for reporting of information and documents to counterparties on a regular basis.
Reporting such as annual updates by fund companies to portfolio managers for fund selection.
Join our User Group to share your particular needs.
Your client profile can be shared with any counterparty if they are defined as an “approved reader”. Send an invite to counterparties and ask them to review requested information in your client profile.
We offer a possibility to add information, which is tailormade for the counterparty in question.
Book a meeting to learn more about ways to speed up the process of RFPs.
Mikael Tjäder, CEO, Fondab AB (Fondmarknaden) and member of our User GroupWe use Global Fund Watch for monitoring of sub-distributors and outsourcing partners.
Contact us at info@globalfundwatch.com