Document Feed Service for Fund Distributors

MEETING YOUR NEEDS

Fund Documents you can rely on

Whether you are a fund distributor, insurance company or bank, easy access to comprehensive and accurate fund marketing and regulatory documents can be the key to unlocking operational efficiencies and distribution opportunities, while complying with current fund regulations and enriching the advisory process.

FE fundinfo's Document Feed service dramatically cuts the time and resources it takes to deliver accurate and compliant fund documents to your customers. We host over 83 million fund documents in several languages and cover over 310,000 share classes (Statistics)

You can access Document Feeds through our Data Feed Portal, which offers a simple user interface allowing easy integration into your systems and configuration with your existing tools. This means, you have direct access to FE fundinfo’s leading global library of fund documents, that is ISO-accredited and managed by more than 250 dedicated data experts.

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Direct from source

We collect fund information direct from Fund Managers and are entrusted by the world’s leading Fund Distributors as their primary source of fund data.
Unmatched coverage

Our global database of fund documents covers hundreds of thousands of share classes and provides full coverage of the main fund distribution markets of Europe, Hong Kong and Singapore.
Regulatory compliance

We offer market leading regulatory solutions to help you meet evolving disclosure requirements. Document Feed contains millions of up to date legal and marketing fund documents in local languages checked by the corresponding regulatory bodies in Europe and Asia.
Cost and risk mitigation

Giving you back time and resource to focus on your core business, while we focus on ours. Sourcing fund documents from us means your staff spend significantly less time and resource obtaining, checking and distributing fund documents.
Quality data

Our universe of fund data is ISO accredited with FE fundinfo Group holding ISO 27001 (information security management), ISO 9001 (quality management) and ISAE 3402 (assurance report on controls at a service organisation) accreditations on selected scopes across the business.
Seamless Exchange

We facilitate the seamless exchange of documents into your own systems so that your teams can easily access and leverage it anywhere, any time. We also pioneered a global standard (‘openfunds’) together with leading financial institutions to establish a common industry standard and facilitate the seamless exchange of data.

Backed up by the numbers

Our data in numbers

Data is our core business

0 m

Documents

in our database

0 k

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processed per month

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updated

on time

KEY FEATURES

Fund Document Feeds

Access FE fundinfo’s full universe of fund data and documents, and leverage our expertise in fund data management.

Complete set of fund documents

We provide a complete and up to date set of fund documents including prospectuses, UCIT KIIDs, PRIIP KIDs, Factsheets, ESG Reports, SFDR Reports, annual reports, manager commentary, financial reports, KIIDs, PHS, KFS, etc. (including key fact statements for Hong Kong and product highlight sheets for Singapore).

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High-quality documents

Our data processing teams are ISO-certified, ensuring fund documents are validated and flagged for further checking when required.

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Multiple access options

Our global database of fund documents is accessible via our Live Service or by downloading database extracts in CSV or XML formats (snapshot feed). Direct links can also be created on your platforms to specific documents or to web pages in HTML format (HTML query).

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Flexible access options

We offer a range of different implementation methods to meet business requirements for maximum convenience and minimum technical set up costs.

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Meet business requirements

The service includes coverage reports, sophisticated monitoring tools and solid contingency plans to meet the requirements of your IT, Marketing and legal departments. To support your marketing efforts, user statistics provide an overview of which documents are retrieved for which funds in which markets.

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How it works

Our global database of fund documents is accessible via our Live Service or by downloading database extracts in CSV or XML format (snapshot feed).

Live Service - Easy to implement and usually requires minimal to no support from your IT team. Direct links may be created to specific documents (direct links) or to web pages in HTML format, including all information (HTML query).
Snapshot feed - Extract CSV or XML files direct from our database and may require support from your IT team during implementation.

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WHAT OUR CLIENTS SAY

How stock exchanges are easily accessing and integrating fund documents

We looked at different ways of providing this information, and the FE fundinfo Document Feed was by far the easiest to implement, at a very competitive price.