navigator: funds

An online service designed to provide financial institutions with access to the key regulatory information regarding the marketing and sale of open-ended funds on a global basis.

Example questions addressed by navigator: funds

Where can I find out…

selling restriction language – and quickly – for a number of jurisdictions?
if there is a local private placement exemption?
whether you need to be licensed when carrying out marketing activities?
how quickly a UCITS fund can be passported?
what the risks are of marketing in a particular jurisdiction?
more information about a forthcoming change in local law?
whether I can provide fund information to a specific investor?

View the navigator: funds flyer for more details.

Contact Katie Carter to arrange to have a demonstration or for more information.

This document is provided for information purposes only and does not constitute legal advice. Professional legal advice should be obtained before taking or refraining from any action as a result of the contents of this document.