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Global Funds Registration

This service helps remove the administrative burden of obtaining authorisation and distributing your funds in other jurisdictions. Backed by a digital platform, GFR provides transparency into every step of your fund's registration status.

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MEETING YOUR NEEDS

Maximise your cross-border fund distribution opportunities across 75 jurisdictions

Investment managers looking to register funds for sale in foreign jurisdictions face several challenges due to the complex, varied and ever-changing nature of cross-border regulatory requirements. As regulatory complexity has increased, particularly following Brexit and the divergence of local market regimes compounded by AIFMD II, UK CCI and evolving SFDR requirements, the operational burden on internal teams has grown. 

Our Global Funds Registration (GFR) service acts as the central point of contact for all your registration requirements. This includes comprehensive advice and guidance regarding requirements, market expectations and costs to assist with your decision-making process, and access to a dedicated Registration Manager, who will manage the initial and ongoing registration of your fund in each country on your behalf. 

Central to our registration service is the strategic management of your fund’s registration data. By creating a single source of truth managed directly by your dedicated Registration Manager, we ensure that every downstream process of the fund life cycle draws from one accurate, validated source of truth. This eliminates the fragmentation that occurs when registration data is scattered across email chains, local filing systems and multiple providers. 

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WHAT OUR CLIENTS SAY

“The seamless integration, proactive updates, and substantial cost savings have not only streamlined our operations but also provided us with peace of mind.”

Alastair McIlwraith

Product Development Executive, Nomura Asset Management U.K. Ltd

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WHAT OUR EXPERTS SAY

“Replacing your existing paying agents with FE fundinfo’s European Facilities Service can reduce the overall cost of maintaining your fund’s registrations by up to 40%.”

Martin Neason

Head of Registration Solutions, Global Funds Registration

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Backed up by the numbers

We deliver packaged solutions

that surpass your business requirements and enhance your operating model

  • 75

    Jurisdictions

    Where we have delivered cross-border fund distribution solutions for our clients

  • 100

    No. of Clients

    Who trust us as their eyes and ears on the ground

  • 175 +

    Funds We support globally

  • 15 +

    YEARS OF EXPERIENCE

    In cross-border fund registrations

  • Josh Robertson Headshot (1)
  • Oli Steen Photoroom (1)

Get started with your funds registration and maintenance

Our specialist consultancy and project management service helps remove the administrative burden of obtaining authorisation and distributing your funds in other jurisdictions.
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REGULATORY DATA TEMPLATES AND CALCULATIONS – INSIGHTS – Global Fund Management Regulatory Outlook 2023 (1)

Why GFR?

New digital enhancement: one live view of your registration lifecycle, right within Nexus

Track every stage of your fund's registration in real time, without leaving Nexus. 

Every amendment, submission and status update is now tracked, auditable and reportable in one digital place. Instead of searching through email chains to find out where a registration stands, you and your Registration Manager see the same live picture, updated as it happens. 

This enhancement strengthens the collaboration with your relationship managers and provides you with greater transparency than before. Your relationship with your dedicated Registration Manager stays exactly as it is today; but now with all the information you need at your fingertips. 

What this new enhancement allows you to do in Nexus 

  • Interact directly with your Registration Manager through the platform 

  • Request and monitor amendments to existing registrations, including the addition or removal of sub-funds and share classes 

  • Request new registration of your umbrella fund in additional countries 

  • Access documents and data at every step of the registration lifecycle 

  • Review a full audit trail that supports your regulatory reports and submissions 

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How we support you

Removing the administrative burden and giving you back precious resource to focus on your core business. 

COVERAGE 

Our specialist consultancy and project management service supports initial and ongoing cross-border fund registrations in over 75 jurisdictions. 

EXPERTISE 

We have more than 15 years’ requisite expertise and experience in market expectations and regulatory requirements. 

OPERATIONAL EFFICIENCY 

Outsourcing all aspects of cross-border fund registration and distribution to a single provider, not only saves costs but also improves efficiency and guarantees streamlined processes. 

SUPPORT 

Benefit from our tech-supported solution including digitised registration requests, comprehensive reporting and 24/7 access to your registration matrix via Nexus for Investment Managers. 

KEY FEATURES

Global Funds Registration

Let us guide you through the complex requirements of cross-border funds registration, distribution and marketing.

Funds registration & maintenance

Your dedicated FE fundinfo Registration Manager manages the registration process including completion and submission of EU, EEA and non-EEA notifications and applications. We liaise with home and host regulators, and third parties to ensure registration is maintained compliantly and meets existing and new regulatory requirements.

  • Oliver Steen FE Fundinfo
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Dedicated team

We have delivered cross-border solutions in 75 jurisdictions for our clients. We act as the central point of contact for all your registration requirements. You will have full access to the experience and expertise of your Registration Manager who will be on hand to manage the complex requirements of cross-border funds registration, so you don’t have to. 

  • Oliver Steen FE Fundinfo
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Pre-sale consultation

We will provide you with a full breakdown of the costs and requirements involved in registering your fund in the target jurisdictions. This information is vital in developing and proving your distribution business case.

  • Oliver Steen FE Fundinfo
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Regulatory coverage

Our service provides information, advice and guidance on the regulatory requirements for key European and worldwide jurisdictions.  

FE fundinfo is the largest KID and KIID producer in Europe, producing more than 2 million regulatory documents annually, and our team are experts in the fund data templates used across European markets, including the European ESG Template, European Payments Template, European MiFID Template, and Target Market Template. 

  • Oliver Steen FE Fundinfo
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European Facilities Service

FE fundinfo is ideally positioned to help you meet the requirements set out by the CBDF regime, increasing speed to market whilst reducing the overall costs of your fund’s European registrations.  

  • Oliver Steen FE Fundinfo
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Related solutions

Explore other modules within our end-to-end solution

PRODUCTS INSTI European Facilities Service TILE

European Facilities Services
PRODUCTS INSTI Regulatory Filing & Reporting TILE

Regulatory Filing & Reporting
PRODUCT INSTI Fund Information Hub TILE

Nexus for Investment Managers
SOLUTIONS INSTI Document Production TILE

Document Production

FAQs

Frequently asked questions

FE fundinfo’s Global Funds Registration (GFR) service is a specialist consultancy and project management solution that helps investment managers register and distribute their funds across more than 75 jurisdictions. The service acts as a central point of contact for all registration requirements, providing comprehensive advice on regulatory requirements, market expectations and costs.  

Your expert Registration Manager manages the initial and ongoing registration of your fund in each country on your behalf. Central to the service is the strategic management of your fund’s registration data, creating a single golden source of truth that drives every downstream process in the fund life-cycle. 

FE fundinfo has delivered cross-border fund registration solutions in 75 jurisdictions across Europe (EU and EEA countries), Middle and Far East, APAC and North and South America ,providing information, advice and guidance on regulatory requirements for the promotion of your fund to retail and non-retail investors in these jurisdictions. 

Outsourcing fund registration to FE fundinfo provides six key benefits: 

  1. Access to a team of specialists with experience and expertise supported by robust and secure technology.
  2. Speed-to-market by entrusting registration to industry experts.
  3. Cost efficiency by eliminating multiple margins.
  4. Digitalisation and automation including 24/7 access to your registration matrix and project tracking via the Nexus platform.
  5. Core competencies and scale to expand without starting from scratch.
  6. Training and development through regular seminars, workshops and roundtables.  

Yes, before committing to fund registration in a new market, FE fundinfo provides a full breakdown of the regulatory requirements, market expectations and costs involved. 

This analysis is designed to help investment managers build and validate their distribution business case, identifying markets where the commercial opportunity justifies the compliance overhead. 

The pre-sale consultation is included as part of the Global Funds Registration service and is managed by your dedicated Registration Manager. 

Once a fund is registered, FE fundinfo manages all ongoing compliance obligations including filing deadlines, reporting requirements and regulatory updates across each jurisdiction. Your dedicated Registration Manager liaises with home and host regulators and relevant third parties to ensure registration is maintained compliantly as requirements change. Investment managers also have 24/7 access to their full registration matrix via Nexus for Investment Managers, giving complete visibility of registration status across all markets at any time. The maintenance service also ensures the registration data held by FE fundinfo remains synchronised with your fund’s registrations. 

Yes. You can request and monitor amendments to existing registrations, including adding or removing sub-funds and share classes, and request registration of your umbrella fund in additional countries. Each request becomes a tracked project with tasks, documents and comments in one place. You can see progress at every stage without chasing an update.

Yes. Your relationship with your Registration Manager stays exactly as it is today. The platform gives you direct visibility of the work already being done on your behalf and lets you interact with your Registration Manager through Nexus. Think of it as transparency on top of the managed service, not a self-service replacement for it. 

A client-specific regulatory calendar is maintained for each fund in scope of the service, built from your fund's prospectus and our knowledge of local requirements. It shows reporting obligations by country and period, with reminders and notifications you can subscribe to. Alerts can be configured by jurisdiction, fund, deadline type and other criteria, and the calendar can be exported for internal circulation. 

Yes. Every amendment, submission and status update is tracked, auditable and reportable in one digital place, with a full history of who changed what and when. Supporting documents are held against each step of the registration lifecycle. This gives your compliance and conducting officer teams evidence they can use in board reporting and regulatory submissions.