Book a meeting

Regulatory Data Templates ​& Calculations​

Boost your European and Asia Pacific regulatory framework obligations supported by our end-to-end Fund Information Hub solution

MEETING YOUR NEEDS

Conquer regulatory obligations for PRIIPS, UCITS, MIFID, AIFMD, CRD and many more

Constant regulatory change inevitably generates modifications to regulatory data sets - nearly 600 new data points were created and in circulation in 2022 alone. Whilst such large increase doesn't happen all the time, it has been consistent since we started tracking it in 2014.

These ever-expanding data sets have to be shared accurately with regulators and across extremely fragmented ecosystem where players have their individual data sharing requirements. 

Our Regulatory Data Templates capability minimises for our clients the burden of changing regulation whilst ensuring their fund data is ready to be distributed accurately and consistently to all relevant recipients. Thanks to our technology, we can easily onboard our clients and expand the number of templates to serve any new products they might launch.

  • Regulatory compliance

    FE fundinfo’s team of regulatory experts will continually scan for regulatory change and iterate the service accordingly.

  • Accurate and timely

    All data collected via our regulatory data template service is checked and validated by our dedicated, ISO accredited processing team, ensuring data accuracy and the timely and efficient exchange of completed template files.

  • Transparent and compliant

    Our dashboard, accessible via the Fund Information Hub portal, allows you to track, monitor and control your template production at any time, giving you full visibility over the process, output and timing of distribution.

Backed up by the numbers

25+ years

We have more than 25 years’ experience collecting, validating, enriching and disseminating fund data. Our team of specialists work with your business to help you comply with all necessary regulatory requirements.

FEATURES

Available Regulatory Data Templates

Find out how we can help your fund meet the regulatory data requirements including SFDR, MiFID II, PRIIPs, Solvency II and IORP II regulations.

WHAT OUR EXPERTS SAY

We help you eradicate the challenges your industry is facing in the next 3 years

90.7% new regulatory fields created in 2022 were related to supporting new sustainability disclosures required by SFDR - making regulatory change the biggest driver of data growth.

Dr Matthias Breier

Head of ESG Product, FE fundinfo

Photo 1535868463750 C78d9543614f
Photo 1578574577315 3Fbeb0cecdc2

INSIGHTS

Regulatory Document Production

Learn how to alleviate the complexity of managing the data collection and document production process as part of regulatory output production.

Screenshot 2024 03 21 172031

INSIGHTS

Global Fund Management Regulatory Outlook 2023

Take an in depth look at fund regulations impacting asset management and fund distribution in 2023

Insights

Related articles and thought leadership