Client Services

To support the relationship and reinforce asset expansion, we send factsheets and reports to investors on the activities and performance of our Asset Management partners.

We can also :
  • assist in putting in place factsheets and presentations
  • prepare specific regulatory reporting services (TPT, EPT, CEPT)
  • perform KID calculations. We have developed a PRIIPs scenario calculation module which can help asset managers validate and keep track of scenarios
  • coordinate relationships with recognised actuaries and reg techs to help where our capabilities are not sufficient.