Life & Pensions

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5" stroke="currentcolor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </button> <div x-show="active == 1" x-transition:enter="enter" x-transition:enter-start="enter-start" x-transition:enter-end="enter-end" x-transition:leave="leave" x-transition:leave-start="leave-start" x-transition:leave-end="leave-end" class="c-mobileheader__sublist"> <div class="c-mobileheader__sublist-header"> <button class="c-mobileheader__sublist-header-button" x-on:click="back"> <span> <svg viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M15 18L9 12L15 6" stroke="currentcolor" stroke-width="1.66667" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span>Back </button> <button class="c-mobileheader__open" x-on:click="toggle"> <span> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M18 6L6 18M6 6L18 18" stroke="currentcolor" stroke-width="1.66667" stroke-linecap="round" 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/> </svg> </span> </a> </li> <li> <a href="/insights?tags=&page=1&audiences=Asset+Management&contentTypes=" class="c-mobileheader__blocklist-item"> <div> <p>Asset Management</p> <p></p> </div> <span> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M7.5 15L12.5 10L7.5 5" stroke="currentcolor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </li> <li> <a href="/insights?tags=&page=1&audiences=Wealth+Management%2CFinancial+Advisers&contentTypes=" class="c-mobileheader__blocklist-item"> <div> <p>Wealth Management</p> <p></p> </div> <span> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M7.5 15L12.5 10L7.5 5" stroke="currentcolor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </li> </ul> <div class="c-mobileheader__scroller-drawer"> <a href="/insights" class="c-button c-button--full c-button--outline-primary"> View all </a> </div> </div> </div> </li> <li> <button x-on:click="setActive(3)"> Who we are <span> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M7.5 15L12.5 10L7.5 5" stroke="currentcolor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </button> <div x-show="active == 3" x-transition:enter="enter" x-transition:enter-start="enter-start" x-transition:enter-end="enter-end" x-transition:leave="leave" x-transition:leave-start="leave-start" x-transition:leave-end="leave-end" class="c-mobileheader__sublist"> <div class="c-mobileheader__sublist-header"> <button class="c-mobileheader__sublist-header-button" x-on:click="back"> <span> <svg viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M15 18L9 12L15 6" stroke="currentcolor" stroke-width="1.66667" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span>Back </button> <button class="c-mobileheader__open" x-on:click="toggle"> <span> <svg width="24" height="24" 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href="https://cashcalc.co.uk/login?_gl=1*teijpv*_ga*MjEyNzYzODg5Ny4xNzE1MTU0MjUx*_ga_87R9KT4LFG*MTcxNTg2Nzk0MC4xMS4xLjE3MTU4NjgxMDYuMjMuMC4w*_ga_WL793ZHSFC*MTcxNTg2Nzk0MC4yMy4xLjE3MTU4NjgxMDYuMjMuMC4w*_ga_KT7JRD1S6Q*MTcxNTg2Nzk0MC4yMy4xLjE3MTU4NjgxMDYuMjMuMC4w">FE CashCalc</a></li> <li><a href="https://new.adviserasset.org.uk/Account/Login.aspx?ReturnUrl=%2fSubscribers%2fWhatDoYouWantToDo.aspx">FE AdviserAsset</a></li> <li><a href="https://fefundinfocustomerportal.force.com/fefundinfocommunity">FE Investment Client Portal</a></li> <li><a href="https://datapartner.financialexpress.net/login/user.home?__hstc=219768454.7231d474773ed6676d21027831166256.1709044285675.1715767123104.1715867940971.104&__hssc=219768454.4.1715867940971&__hsfp=4082167541">Data Partner Portal</a></li> <li><a href="https://dissemination.fundinfo.com/">Dissemination Portal</a></li> <li><a href="https://sso.fundconnect.com/SignOn.aspx?r=https%3a%2f%2fpriipshub-portal.gws.fcnws.com%2fPortal.html&m=ott">PRIIPsHUB - 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'c-primaryheader__menudrawer--open' : ''"> <div class="c-menulist c-menulist--center"> <div class="c-menulist__headers"> <p class="c-menulist__header">BY TOPIC</p> <p class="c-menulist__header">BY TYPE</p> <p class="c-menulist__header">BY CLIENT</p> </div> <div class="c-menulist__lists"> <div class="c-menulist__list"> <ul> <li> <a href="/insights?&tags=ESG" class="c-menulist__item"> <p class="c-menulist__itemheader">ESG</p> <p class="c-menulist__itemtext"></p> </a> </li> <li> <a href="/insights?tags=Regulation" class="c-menulist__item"> <p class="c-menulist__itemheader">Regulation</p> <p class="c-menulist__itemtext"></p> </a> </li> <li> <a href="/insights?&tags=cross border fund distribution" class="c-menulist__item"> <p class="c-menulist__itemheader">Cross-border distribution</p> <p class="c-menulist__itemtext"></p> </a> </li> <li> <a href="/insights?tags=Consumer+Duty" class="c-menulist__item"> <p class="c-menulist__itemheader">Consumer duty</p> <p class="c-menulist__itemtext"></p> </a> </li> <li> <a href="/insights?tags=Investments" class="c-menulist__item"> <p class="c-menulist__itemheader">Investments</p> <p class="c-menulist__itemtext"></p> </a> </li> <li> <a href="/insights?tags=Retirement" class="c-menulist__item"> <p class="c-menulist__itemheader">Retirement</p> <p class="c-menulist__itemtext"></p> </a> </li> </ul> </div> <div class="c-menulist__list"> <ul> <li> <a href="/insights?tags=News" class="c-menulist__item"> <p class="c-menulist__itemheader">News</p> <p class="c-menulist__itemtext"></p> </a> </li> <li> <a href="/insights" class="c-menulist__item"> <p class="c-menulist__itemheader">Insights</p> <p class="c-menulist__itemtext"></p> </a> </li> <li> <a href="/resources" class="c-menulist__item"> <p class="c-menulist__itemheader">Resources</p> <p class="c-menulist__itemtext"></p> </a> </li> <li> <a href="/client-success-stories" class="c-menulist__item"> <p class="c-menulist__itemheader">Client success stories</p> <p class="c-menulist__itemtext"></p> </a> </li> <li> <a href="/events" class="c-menulist__item"> <p class="c-menulist__itemheader">Events</p> <p class="c-menulist__itemtext"></p> </a> </li> </ul> </div> <div class="c-menulist__list"> <ul> <li> <a href="/insights?tags=&page=1&audiences=Asset+Management&contentTypes=" class="c-menulist__item"> <p class="c-menulist__itemheader">Asset Management</p> <p class="c-menulist__itemtext"></p> </a> </li> <li> <a href="/insights?tags=&page=1&audiences=Wealth+Management%2CFinancial+Advisers&contentTypes=" class="c-menulist__item"> <p class="c-menulist__itemheader">Wealth Management</p> <p class="c-menulist__itemtext"></p> </a> </li> </ul> </div> </div> <div class="c-menulist__footer"> <a class="c-menulist__footerlink" href="/insights"> View all <span> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> </div> </li> <li class="c-primaryheader__menuitem" :class="active == 3 ? 'c-primaryheader__menuitem--active' : ''"> <button x-on:click="toggle(3)"> Who we are <span> <svg viewBox="0 0 21 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M5.06299 7.5L10.063 12.5L15.063 7.5" stroke="currentcolor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </button> <div class="c-primaryheader__menudrawer" :class="active == 3 ? 'c-primaryheader__menudrawer--open' : ''"> <div class="c-menulist c-menulist--center"> <div class="c-menulist__headers"> <p class="c-menulist__header"></p> </div> <div class="c-menulist__lists"> <div class="c-menulist__list"> <ul> <li> <a href="/about-us" class="c-menulist__item"> <p class="c-menulist__itemheader">About us</p> <p class="c-menulist__itemtext"></p> </a> </li> <li> <a href="/why-fe-fundinfo" class="c-menulist__item"> <p class="c-menulist__itemheader">Why FE fundinfo</p> <p class="c-menulist__itemtext"></p> </a> </li> <li> <a href="/about-us/sustainability" class="c-menulist__item"> <p class="c-menulist__itemheader">Sustainability</p> <p class="c-menulist__itemtext"></p> </a> </li> <li> <a href="/about-us/careers" class="c-menulist__item"> <p class="c-menulist__itemheader">Careers</p> <p class="c-menulist__itemtext"></p> </a> </li> <li> <a href="/contact-us" class="c-menulist__item"> <p class="c-menulist__itemheader">Contact us</p> <p class="c-menulist__itemtext"></p> </a> </li> </ul> </div> </div> </div> </div> </li> </ul> </nav> <a href="/contact-us" class="c-button c-button--secondary"> Get in touch <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> </header> <div x-data :class="$store.global.backdrop ? 'c-primaryheader__backdrop--show' : ''" class="c-primaryheader__backdrop "> </div> <div class="c-sticky-cta c-sticky-cta--no-icon" x-data="{ atTop: true }" x-cloak :class="(!atTop ? 'c-sticky-cta--show' : '')" @scroll.window="atTop = window.pageYOffset < 500"> </div> <div class="page-main-content js-page-height"> <section class="b-pagehero " id=""> <div class="b-pagehero__backdrop"> <img loading="eager" src="/media/ihgn2qjq/who-we-serve-life-amp-pensions.jpg?v=1da7ec4f59edd50" style="object-position:50% 50%;"> </div> <div class="container"> <div class="b-pagehero__wrapper"> <div class="b-pagehero__content"> <h1 class="b-hero__headline">Scale transformation with a focus on long-term sustainability for your organisation </h1> <div class="b-pagehero__text c-richtext"> <p><span class="NormalTextRun SCXW89631621 BCX8">We help pension funds and insurers integrate sustainability factors and comply with regulations at scale </span> </p> </div> <div class="c-buttongroup"> <a href="#" class="c-button c-button--primary" data-modal="095cb96e-8c33-4d7d-bd3d-5115136599e2" x-data="modal"> Request a meeting <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> <div id="095cb96e-8c33-4d7d-bd3d-5115136599e2" class="modal"> <div class="modal__dialog"> <div class="modal__content"> <div class="modal__header "> <button type="button" class="close-modal"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M18 6L6 18M6 6L18 18" stroke="currentcolor" stroke-width="1.66667" stroke-linecap="round" stroke-linejoin="round" /> </svg> </button> </div> <div class="modal__body"> <div class="block image-block"> <img src="/media/2y3dazxn/126x768.svg?quality=90&v=1da9551c1e6d0f0" alt="Request a meeting" class="" width="768" height="126" loading="lazy" /> </div> <section class="c-block b-form " id=""> <div class="container"> <div class="grid gap-y-12"> <div class="col-span-12 b-form-hubspot md:col-span-6 lg:col-span-5"> <form action="/who-we-serve/life-pensions" class="c-form" enctype="multipart/form-data" id="forme1e8cb1b619840b9a06f047d090b536d" method="post"> <div class="c-form__intro mb-6"> </div> <input type="hidden" id="portalId" name="portalId" value="445778" /> <input type="hidden" id="formGuid" name="formGuid" value="e513c0b8-d699-4085-942d-218d5e6e20be" /> <div class="c-form__row "> <div class="c-form__input"> <label for="firstname"></label> <input type="text" id="firstname" name="firstname" placeholder="First name" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="lastname"></label> <input type="text" id="lastname" name="lastname" placeholder="Last name" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="email"></label> <input type="text" id="email" name="email" placeholder="Email" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="phone"></label> <input type="text" id="phone" name="phone" placeholder="Phone number" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="jobtitle"></label> <input type="text" id="jobtitle" name="jobtitle" placeholder="Job title" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="company"></label> <input type="text" id="company" name="company" placeholder="Company name" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="country"></label> <select id="country" name="country" placeholder="" required> <option value="Ireland" >Ireland</option> <option value="United Kingdom" >United Kingdom</option> <option value="Switzerland" >Switzerland</option> <option value="Germany" >Germany</option> <option value="France" >France</option> <option value="Luxembourg" >Luxembourg</option> <option value="Ireland {Republic}" >Ireland {Republic}</option> <option value="Italy" >Italy</option> <option value="Spain" >Spain</option> <option value="Denmark" >Denmark</option> <option value="Sweden" >Sweden</option> <option value="Norway" >Norway</option> <option value="Australia" >Australia</option> <option value="Hong Kong SAR" >Hong Kong SAR</option> <option value="Singapore" >Singapore</option> <option value="Afghanistan" >Afghanistan</option> <option value="Albania" >Albania</option> <option value="Algeria" >Algeria</option> <option value="Andorra" >Andorra</option> <option value="Angola" >Angola</option> <option value="Antigua & Deps" >Antigua & Deps</option> <option value="Argentina" >Argentina</option> <option value="Armenia" >Armenia</option> <option value="Austria" >Austria</option> <option value="Azerbaijan" >Azerbaijan</option> <option value="Bahamas" >Bahamas</option> <option value="Bahrain" >Bahrain</option> <option value="Bangladesh" >Bangladesh</option> <option value="Barbados" >Barbados</option> <option value="Belarus" >Belarus</option> <option value="Belgium" >Belgium</option> <option value="Belize" >Belize</option> <option value="Benin" >Benin</option> <option value="Bhutan" >Bhutan</option> <option value="Bolivia" >Bolivia</option> <option value="Bosnia Herzegovina" >Bosnia Herzegovina</option> <option value="Botswana" >Botswana</option> <option value="Brazil" >Brazil</option> <option value="Brunei" >Brunei</option> <option value="Bulgaria" >Bulgaria</option> <option value="Burkina" >Burkina</option> <option value="Burundi" >Burundi</option> <option value="Cambodia" >Cambodia</option> <option value="Cameroon" >Cameroon</option> <option value="Canada" >Canada</option> <option value="Cape Verde" >Cape Verde</option> <option value="Central African Rep" >Central African Rep</option> <option value="Chad" >Chad</option> <option value="Chile" >Chile</option> <option value="China" >China</option> <option value="Colombia" >Colombia</option> <option value="Comoros" >Comoros</option> <option value="Congo" >Congo</option> <option value="Congo {Democratic Rep}" >Congo {Democratic Rep}</option> <option value="Costa Rica" >Costa Rica</option> <option value="Croatia" >Croatia</option> <option value="Cuba" >Cuba</option> <option value="Cyprus" >Cyprus</option> <option value="Czech Republic" >Czech Republic</option> <option value="Djibouti" >Djibouti</option> <option value="Dominica" >Dominica</option> <option value="Dominican Republic" >Dominican Republic</option> <option value="East Timor" >East Timor</option> <option value="Ecuador" >Ecuador</option> <option value="Egypt" >Egypt</option> <option value="El Salvador" >El Salvador</option> <option value="Equatorial Guinea" >Equatorial Guinea</option> <option value="Eritrea" >Eritrea</option> <option value="Estonia" >Estonia</option> <option value="Ethiopia" >Ethiopia</option> <option value="Fiji" >Fiji</option> <option value="Finland" >Finland</option> <option value="Gabon" >Gabon</option> <option value="Gambia" >Gambia</option> <option value="Georgia" >Georgia</option> <option value="Ghana" >Ghana</option> <option value="Greece" >Greece</option> <option value="Grenada" >Grenada</option> <option value="Guatemala" >Guatemala</option> <option value="Guinea" >Guinea</option> <option value="Guinea-Bissau" >Guinea-Bissau</option> <option value="Guyana" >Guyana</option> <option value="Haiti" >Haiti</option> <option value="Honduras" >Honduras</option> <option value="Hungary" >Hungary</option> <option value="Iceland" >Iceland</option> <option value="India" >India</option> <option value="Indonesia" >Indonesia</option> <option value="Iran" >Iran</option> <option value="Iraq" >Iraq</option> <option value="Israel" >Israel</option> <option value="Ivory Coast" >Ivory Coast</option> <option value="Jamaica" >Jamaica</option> <option value="Japan" >Japan</option> <option value="Jordan" >Jordan</option> <option value="Kazakhstan" >Kazakhstan</option> <option value="Kenya" >Kenya</option> <option value="Kiribati" >Kiribati</option> <option value="Korea North" >Korea North</option> <option value="Korea South" >Korea South</option> <option value="Kosovo" >Kosovo</option> <option value="Kuwait" >Kuwait</option> <option value="Kyrgyzstan" >Kyrgyzstan</option> <option value="Laos" >Laos</option> <option value="Latvia" >Latvia</option> <option value="Lebanon" >Lebanon</option> <option value="Lesotho" >Lesotho</option> <option value="Liberia" >Liberia</option> <option value="Libya" >Libya</option> <option value="Liechtenstein" >Liechtenstein</option> <option value="Lithuania" >Lithuania</option> <option value="Macedonia" >Macedonia</option> <option value="Madagascar" >Madagascar</option> <option value="Malawi" >Malawi</option> <option value="Malaysia" >Malaysia</option> <option value="Maldives" >Maldives</option> <option value="Mali" >Mali</option> <option value="Malta" >Malta</option> <option value="Marshall Islands" >Marshall Islands</option> <option value="Mauritania" >Mauritania</option> <option value="Mauritius" >Mauritius</option> <option value="Mexico" >Mexico</option> <option value="Micronesia" >Micronesia</option> <option value="Moldova" >Moldova</option> <option value="Monaco" >Monaco</option> <option value="Mongolia" >Mongolia</option> <option value="Montenegro" >Montenegro</option> <option value="Morocco" >Morocco</option> <option value="Mozambique" >Mozambique</option> <option value="Myanmar, (Burma)" >Myanmar, (Burma)</option> <option value="Namibia" >Namibia</option> <option value="Nauru" >Nauru</option> <option value="Nepal" >Nepal</option> <option value="New Zealand" >New Zealand</option> <option value="Netherlands" >Netherlands</option> <option value="Nicaragua" >Nicaragua</option> <option value="Niger" >Niger</option> <option value="Nigeria" >Nigeria</option> <option value="Oman" >Oman</option> <option value="Pakistan" >Pakistan</option> <option value="Palau" >Palau</option> <option value="Panama" >Panama</option> <option value="Papua New Guinea" >Papua New Guinea</option> <option value="Paraguay" >Paraguay</option> <option value="Peru" >Peru</option> <option value="Philippines" >Philippines</option> <option value="Poland" >Poland</option> <option value="Portugal" >Portugal</option> <option value="Qatar" >Qatar</option> <option value="Romania" >Romania</option> <option value="Russian Federation" >Russian Federation</option> <option value="Rwanda" >Rwanda</option> <option value="St Kitts & Nevis" >St Kitts & Nevis</option> <option value="St Lucia" >St Lucia</option> <option value="Saint Vincent & the Grenadines" >Saint Vincent & the Grenadines</option> <option value="Samoa" >Samoa</option> <option value="San Marino" >San Marino</option> <option value="Sao Tome & Principe" >Sao Tome & Principe</option> <option value="Saudi Arabia" >Saudi Arabia</option> <option value="Senegal" >Senegal</option> <option value="Serbia" >Serbia</option> <option value="Seychelles" >Seychelles</option> <option value="Sierra Leone" >Sierra Leone</option> <option value="Slovakia" >Slovakia</option> <option value="Slovenia" >Slovenia</option> <option value="Solomon Islands" >Solomon Islands</option> <option value="Somalia" >Somalia</option> <option value="South Africa" >South Africa</option> <option value="South Sudan" >South Sudan</option> <option value="Sri Lanka" >Sri Lanka</option> <option value="Sudan" >Sudan</option> <option value="Suriname" >Suriname</option> <option value="Swaziland" >Swaziland</option> <option value="Syria" >Syria</option> <option value="Taiwan" >Taiwan</option> <option value="Tajikistan" >Tajikistan</option> <option value="Tanzania" >Tanzania</option> <option value="Thailand" >Thailand</option> <option value="Togo" >Togo</option> <option value="Tonga" >Tonga</option> <option value="Trinidad & Tobago" >Trinidad & Tobago</option> <option value="Tunisia" >Tunisia</option> <option value="Turkey" >Turkey</option> <option value="Turkmenistan" >Turkmenistan</option> <option value="Tuvalu" >Tuvalu</option> <option value="Uganda" >Uganda</option> <option value="Ukraine" >Ukraine</option> <option value="United Arab Emirates" >United Arab Emirates</option> <option value="United States" >United States</option> <option value="Uruguay" >Uruguay</option> <option value="Uzbekistan" >Uzbekistan</option> <option value="Vanuatu" >Vanuatu</option> <option value="Vatican City" >Vatican City</option> <option value="Venezuela" >Venezuela</option> <option value="Vietnam" >Vietnam</option> <option value="Yemen" >Yemen</option> <option value="Zambia" >Zambia</option> <option value="Zimbabwe" >Zimbabwe</option> </select> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="segment">Segment</label> <select id="segment" name="segment" placeholder="" > <option value="Asset Managers" >Asset Managers</option> <option value="Management Companies" >Management Companies</option> <option value="Discretionary Fund Managers" >Discretionary Fund Managers</option> <option value="Banks" >Banks</option> <option value="Platforms" >Platforms</option> <option value="Insurance & Pensions" selected>Insurance & Pensions</option> <option value="Partners" >Partners</option> <option value="Financial Advisers" >Financial Advisers</option> </select> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="notes__c"></label> <textarea id="notes__c" name="notes__c" placeholder="So we can better address your request, please provide some additional information about your enquiry." ></textarea> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="basis_of_consent">Basis of consent</label> <select id="basis_of_consent" name="basis_of_consent" placeholder="" > <option value="Consent to communicate granted" selected>Consent to communicate granted</option> <option value="Legitimate interest" >Legitimate interest</option> <option value="No consent given" >No consent given</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="source_of_contact">Source of contact</label> <select id="source_of_contact" name="source_of_contact" placeholder="" > <option value="FCA Feed" >FCA Feed</option> <option value="Autus Data" >Autus Data</option> <option value="SSales/Acc Mgt team interaction" >Sales/Acc Mgt team interaction</option> <option value="3rd party event" >3rd party event</option> <option value="Client support case" >Client support case</option> <option value="Linkedin Sales Navigator" >Linkedin Sales Navigator</option> <option value="Gotowebinar registration" >Gotowebinar registration</option> <option value="Product registration/database" >Product registration/database</option> <option value="Corporate website form submission" selected>Corporate website form submission</option> <option value="Customer portal registration" >Customer portal registration</option> <option value="Company acquisition" >Company acquisition</option> <option value="FE fundinfo event registration" >FE fundinfo event registration</option> <option value="LinkedIn Ad" >LinkedIn Ad</option> <option value="Generic mailbox enquiry" >Generic mailbox enquiry</option> <option value="ASIC Data" >ASIC Data</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="form_type">Form Type</label> <select id="form_type" name="form_type" placeholder="" > <option value="Blog Subscription" >Blog Subscription</option> <option value="Event-virtual" >Event-virtual</option> <option value="Event-in-person" >Event-in-person</option> <option value="ToFu" >ToFu (awareness)</option> <option value="MoFu" >MoFu (solution pages)</option> <option value="BoFu" selected>BoFu (product pages)</option> <option value="Trial/Demo" >Trial/Demo</option> <option value="Contact Us" >Contact Us</option> <option value="Whitepaper" >White Paper</option> <option value="Document Request" >Document Request</option> <option value="Insti Contact Data" >Insti Contact Data</option> <option value="Adv Contact Data" >Adv Contact Data</option> <option value="Report" >Report</option> <option value="Generic Contact Data" >Generic Contact Data</option> <option value="Research Survey" >Research Survey</option> <option value="Infographic" >Infographic</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="contact_us_topic">Contact Us Topic</label> <select id="contact_us_topic" name="contact_us_topic" placeholder="" > <option value="Help and Support" >Help and Support</option> <option value="Fund Managers - products" >Solutions for Fund Managers</option> <option value="Financial Advisers - products" >Solutions for Financial Advisers</option> <option value="Fund Distributors - products" >Solutions for Fund Distributors</option> <option value="HR / Careers" >HR / Careers</option> <option value="Product Training" >Product Training</option> <option value="Events" >Events</option> <option value="PR and Media" >PR and Media</option> <option value="Other" >Other</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="fechannel">FE Channel</label> <select id="fechannel" name="fechannel" placeholder="" > <option value="adv" >ADV</option> <option value="inst" selected>INST</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="audience_type">Select Fund Managers or Fund Distributors</label> <select id="audience_type" name="audience_type" placeholder="" > <option value="Fund Distributors" >Fund Distributors</option> <option value="Fund Managers" selected>Fund Managers</option> <option value="Financial Advisers" >Financial Advisers</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="utm_campaign">Leave blank - auto populated</label> <input type="text" id="utm_campaign" name="utm_campaign" placeholder="" /> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="utm_medium">Leave blank - auto populated</label> <input type="text" id="utm_medium" name="utm_medium" placeholder="" /> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="utm_source">Leave blank - auto populated</label> <input type="text" id="utm_source" name="utm_source" placeholder="" /> </div> </div> <div class="c-form__row"> <button class="c-button c-button--full c-button--primary"> Request a meeting <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"></path> </svg> </span> </button> </div> <input name="__RequestVerificationToken" type="hidden" value="CfDJ8PCp46lf56pPuadWvLEv7qZDRAT5bnh9nUMR9tzeZxyYoMGNvynb0edH0qdn6Olwff8h9m56feZQyUCS80y6ojLrE2ovQBqlcyMuSvDv24g4j9j_B6L5s2KmW8niwFokvzKexcmu1kxzfrJif-k-GrA" /><input name="ufprt" type="hidden" value="CfDJ8PCp46lf56pPuadWvLEv7qaEvuCAkP_rFX7zyT0Yamd0hG6giYX-UCqgFxJTDGx2IG7Q3Ofj4X6nXRhUAlsbNBNiJeGh_jcVm8V_cvJ3Hiv--4v8a3w4vR5q6C9uP9qZhzQi7M8bvcIqll4lV3ryHcc" /></form> </div> </div> </div> </section> </div> </div> </div> </div> </div> </div> </div> </div> </section><section class="c-block b-features" id=""> <div class="container"> <div class="grid gap-y-16"> <div class="col-span-12 md:col-span-6"> <div class="c-intro"> <p class="c-intro__label">FEATURES & BENEFITS</p> <h2 class="c-intro__headline"> How we can help </h2> <div class="c-intro__text"> <div class="c-richtext"> <div> <p class="Paragraph SCXW245286782 BCX8"><span class="NormalTextRun SCXW245286782 BCX8">Life insurance and pension fund providers are key distribution channels for investment funds alongside banks and platform providers. Uncertain market conditions, stricter regulations, ESG-conscious investors and legacy systems, are urging life and pension companies to focus on reducing costs with an eye on long term growth. </span> </p> </div> <div> <p class="Paragraph SCXW245286782 BCX8"><span class="NormalTextRun SCXW245286782 BCX8">The simplification of systems, digitalisation of investor journeys and building a robust technology ecosystem are just some of the solutions life and pension companies seek to alleviate these challenges. </span> </p> </div> <div> <p class="Paragraph SCXW245286782 BCX8"><span class="NormalTextRun SCXW245286782 BCX8">We are able to provide support in these areas, helping life and pension companies enrich the client experience, navigate the complex regulatory landscapes and ultimately streamline operations for long term growth. </span></p> </div> </div> </div> <div class="c-buttongroup mt-10"> <a href="#" class="c-button c-button--primary" data-modal="2a84c262-1bd5-4771-a7dc-473b7a291dd6" x-data="modal"> Request a meeting <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> <div id="2a84c262-1bd5-4771-a7dc-473b7a291dd6" class="modal"> <div class="modal__dialog"> <div class="modal__content"> <div class="modal__header "> <button type="button" class="close-modal"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M18 6L6 18M6 6L18 18" stroke="currentcolor" stroke-width="1.66667" stroke-linecap="round" stroke-linejoin="round" /> </svg> </button> </div> <div class="modal__body"> <div class="block image-block"> <img src="/media/2y3dazxn/126x768.svg?quality=90&v=1da9551c1e6d0f0" alt="Get in touch" class="" width="768" height="126" loading="lazy" /> </div> <section class="c-block b-form " id=""> <div class="container"> <div class="grid gap-y-12"> <div class="col-span-12 b-form-hubspot md:col-span-6 lg:col-span-5"> <form action="/who-we-serve/life-pensions" class="c-form" enctype="multipart/form-data" id="formd81df27422c84993984e30898ebef61e" method="post"> <div class="c-form__intro mb-6"> </div> <input type="hidden" id="portalId" name="portalId" value="445778" /> <input type="hidden" id="formGuid" name="formGuid" value="e513c0b8-d699-4085-942d-218d5e6e20be" /> <div class="c-form__row "> <div class="c-form__input"> <label for="firstname"></label> <input type="text" id="firstname" name="firstname" placeholder="First name" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="lastname"></label> <input type="text" id="lastname" name="lastname" placeholder="Last name" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="email"></label> <input type="text" id="email" name="email" placeholder="Email" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="phone"></label> <input type="text" id="phone" name="phone" placeholder="Phone number" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="jobtitle"></label> <input type="text" id="jobtitle" name="jobtitle" placeholder="Job title" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="company"></label> <input type="text" id="company" name="company" placeholder="Company name" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="country"></label> <select id="country" name="country" placeholder="" required> <option value="Ireland" >Ireland</option> <option value="United Kingdom" >United Kingdom</option> <option value="Switzerland" >Switzerland</option> <option value="Germany" >Germany</option> <option value="France" >France</option> <option value="Luxembourg" >Luxembourg</option> <option value="Ireland {Republic}" >Ireland {Republic}</option> <option value="Italy" >Italy</option> <option value="Spain" >Spain</option> <option value="Denmark" >Denmark</option> <option value="Sweden" >Sweden</option> <option value="Norway" >Norway</option> <option value="Australia" >Australia</option> <option value="Hong Kong SAR" >Hong Kong SAR</option> <option value="Singapore" >Singapore</option> <option value="Afghanistan" >Afghanistan</option> <option value="Albania" >Albania</option> <option value="Algeria" >Algeria</option> <option value="Andorra" >Andorra</option> <option value="Angola" >Angola</option> <option value="Antigua & Deps" >Antigua & Deps</option> <option value="Argentina" >Argentina</option> <option value="Armenia" >Armenia</option> <option value="Austria" >Austria</option> <option value="Azerbaijan" >Azerbaijan</option> <option value="Bahamas" >Bahamas</option> <option value="Bahrain" >Bahrain</option> <option value="Bangladesh" >Bangladesh</option> <option value="Barbados" >Barbados</option> <option value="Belarus" >Belarus</option> <option value="Belgium" >Belgium</option> <option value="Belize" >Belize</option> <option value="Benin" >Benin</option> <option value="Bhutan" >Bhutan</option> <option value="Bolivia" >Bolivia</option> <option value="Bosnia Herzegovina" >Bosnia Herzegovina</option> <option value="Botswana" >Botswana</option> <option value="Brazil" >Brazil</option> <option value="Brunei" >Brunei</option> <option value="Bulgaria" >Bulgaria</option> <option value="Burkina" >Burkina</option> <option value="Burundi" >Burundi</option> <option value="Cambodia" >Cambodia</option> <option value="Cameroon" >Cameroon</option> <option value="Canada" >Canada</option> <option value="Cape Verde" >Cape Verde</option> <option value="Central African Rep" >Central African Rep</option> <option value="Chad" >Chad</option> <option value="Chile" >Chile</option> <option value="China" >China</option> <option value="Colombia" >Colombia</option> <option value="Comoros" >Comoros</option> <option value="Congo" >Congo</option> <option value="Congo {Democratic Rep}" >Congo {Democratic Rep}</option> <option value="Costa Rica" >Costa Rica</option> <option value="Croatia" >Croatia</option> <option value="Cuba" >Cuba</option> <option value="Cyprus" >Cyprus</option> <option value="Czech Republic" >Czech Republic</option> <option value="Djibouti" >Djibouti</option> <option value="Dominica" >Dominica</option> <option value="Dominican Republic" >Dominican Republic</option> <option value="East Timor" >East Timor</option> <option value="Ecuador" >Ecuador</option> <option value="Egypt" >Egypt</option> <option value="El Salvador" >El Salvador</option> <option value="Equatorial Guinea" >Equatorial Guinea</option> <option value="Eritrea" >Eritrea</option> <option value="Estonia" >Estonia</option> <option value="Ethiopia" >Ethiopia</option> <option value="Fiji" >Fiji</option> <option value="Finland" >Finland</option> <option value="Gabon" >Gabon</option> <option value="Gambia" >Gambia</option> <option value="Georgia" >Georgia</option> <option value="Ghana" >Ghana</option> <option value="Greece" >Greece</option> <option value="Grenada" >Grenada</option> <option value="Guatemala" >Guatemala</option> <option value="Guinea" >Guinea</option> <option value="Guinea-Bissau" >Guinea-Bissau</option> <option value="Guyana" >Guyana</option> <option value="Haiti" >Haiti</option> <option value="Honduras" >Honduras</option> <option value="Hungary" >Hungary</option> <option value="Iceland" >Iceland</option> <option value="India" >India</option> <option value="Indonesia" >Indonesia</option> <option value="Iran" >Iran</option> <option value="Iraq" >Iraq</option> <option value="Israel" >Israel</option> <option value="Ivory Coast" >Ivory Coast</option> <option value="Jamaica" >Jamaica</option> <option value="Japan" >Japan</option> <option value="Jordan" >Jordan</option> <option value="Kazakhstan" >Kazakhstan</option> <option value="Kenya" >Kenya</option> <option value="Kiribati" >Kiribati</option> <option value="Korea North" >Korea North</option> <option value="Korea South" >Korea South</option> <option value="Kosovo" >Kosovo</option> <option value="Kuwait" >Kuwait</option> <option value="Kyrgyzstan" >Kyrgyzstan</option> <option value="Laos" >Laos</option> <option value="Latvia" >Latvia</option> <option value="Lebanon" >Lebanon</option> <option value="Lesotho" >Lesotho</option> <option value="Liberia" >Liberia</option> <option value="Libya" >Libya</option> <option value="Liechtenstein" >Liechtenstein</option> <option value="Lithuania" >Lithuania</option> <option value="Macedonia" >Macedonia</option> <option value="Madagascar" >Madagascar</option> <option value="Malawi" >Malawi</option> <option value="Malaysia" >Malaysia</option> <option value="Maldives" >Maldives</option> <option value="Mali" >Mali</option> <option value="Malta" >Malta</option> <option value="Marshall Islands" >Marshall Islands</option> <option value="Mauritania" >Mauritania</option> <option value="Mauritius" >Mauritius</option> <option value="Mexico" >Mexico</option> <option value="Micronesia" >Micronesia</option> <option value="Moldova" >Moldova</option> <option value="Monaco" >Monaco</option> <option value="Mongolia" >Mongolia</option> <option value="Montenegro" >Montenegro</option> <option value="Morocco" >Morocco</option> <option value="Mozambique" >Mozambique</option> <option value="Myanmar, (Burma)" >Myanmar, (Burma)</option> <option value="Namibia" >Namibia</option> <option value="Nauru" >Nauru</option> <option value="Nepal" >Nepal</option> <option value="New Zealand" >New Zealand</option> <option value="Netherlands" >Netherlands</option> <option value="Nicaragua" >Nicaragua</option> <option value="Niger" >Niger</option> <option value="Nigeria" >Nigeria</option> <option value="Oman" >Oman</option> <option value="Pakistan" >Pakistan</option> <option value="Palau" >Palau</option> <option value="Panama" >Panama</option> <option value="Papua New Guinea" >Papua New Guinea</option> <option value="Paraguay" >Paraguay</option> <option value="Peru" >Peru</option> <option value="Philippines" >Philippines</option> <option value="Poland" >Poland</option> <option value="Portugal" >Portugal</option> <option value="Qatar" >Qatar</option> <option value="Romania" >Romania</option> <option value="Russian Federation" >Russian Federation</option> <option value="Rwanda" >Rwanda</option> <option value="St Kitts & Nevis" >St Kitts & Nevis</option> <option value="St Lucia" >St Lucia</option> <option value="Saint Vincent & the Grenadines" >Saint Vincent & the Grenadines</option> <option value="Samoa" >Samoa</option> <option value="San Marino" >San Marino</option> <option value="Sao Tome & Principe" >Sao Tome & Principe</option> <option value="Saudi Arabia" >Saudi Arabia</option> <option value="Senegal" >Senegal</option> <option value="Serbia" >Serbia</option> <option value="Seychelles" >Seychelles</option> <option value="Sierra Leone" >Sierra Leone</option> <option value="Slovakia" >Slovakia</option> <option value="Slovenia" >Slovenia</option> <option value="Solomon Islands" >Solomon Islands</option> <option value="Somalia" >Somalia</option> <option value="South Africa" >South Africa</option> <option value="South Sudan" >South Sudan</option> <option value="Sri Lanka" >Sri Lanka</option> <option value="Sudan" >Sudan</option> <option value="Suriname" >Suriname</option> <option value="Swaziland" >Swaziland</option> <option value="Syria" >Syria</option> <option value="Taiwan" >Taiwan</option> <option value="Tajikistan" >Tajikistan</option> <option value="Tanzania" >Tanzania</option> <option value="Thailand" >Thailand</option> <option value="Togo" >Togo</option> <option value="Tonga" >Tonga</option> <option value="Trinidad & Tobago" >Trinidad & Tobago</option> <option value="Tunisia" >Tunisia</option> <option value="Turkey" >Turkey</option> <option value="Turkmenistan" >Turkmenistan</option> <option value="Tuvalu" >Tuvalu</option> <option value="Uganda" >Uganda</option> <option value="Ukraine" >Ukraine</option> <option value="United Arab Emirates" >United Arab Emirates</option> <option value="United States" >United States</option> <option value="Uruguay" >Uruguay</option> <option value="Uzbekistan" >Uzbekistan</option> <option value="Vanuatu" >Vanuatu</option> <option value="Vatican City" >Vatican City</option> <option value="Venezuela" >Venezuela</option> <option value="Vietnam" >Vietnam</option> <option value="Yemen" >Yemen</option> <option value="Zambia" >Zambia</option> <option value="Zimbabwe" >Zimbabwe</option> </select> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="segment">Segment</label> <select id="segment" name="segment" placeholder="" > <option value="Asset Managers" >Asset Managers</option> <option value="Management Companies" >Management Companies</option> <option value="Discretionary Fund Managers" >Discretionary Fund Managers</option> <option value="Banks" >Banks</option> <option value="Platforms" >Platforms</option> <option value="Insurance & Pensions" selected>Insurance & Pensions</option> <option value="Partners" >Partners</option> <option value="Financial Advisers" >Financial Advisers</option> </select> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="notes__c"></label> <textarea id="notes__c" name="notes__c" placeholder="So we can better address your request, please provide some additional information about your enquiry." ></textarea> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="basis_of_consent">Basis of consent</label> <select id="basis_of_consent" name="basis_of_consent" placeholder="" > <option value="Consent to communicate granted" selected>Consent to communicate granted</option> <option value="Legitimate interest" >Legitimate interest</option> <option value="No consent given" >No consent given</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="source_of_contact">Source of contact</label> <select id="source_of_contact" name="source_of_contact" placeholder="" > <option value="FCA Feed" >FCA Feed</option> <option value="Autus Data" >Autus Data</option> <option value="SSales/Acc Mgt team interaction" >Sales/Acc Mgt team interaction</option> <option value="3rd party event" >3rd party event</option> <option value="Client support case" >Client support case</option> <option value="Linkedin Sales Navigator" >Linkedin Sales Navigator</option> <option value="Gotowebinar registration" >Gotowebinar registration</option> <option value="Product registration/database" >Product registration/database</option> <option value="Corporate website form submission" selected>Corporate website form submission</option> <option value="Customer portal registration" >Customer portal registration</option> <option value="Company acquisition" >Company acquisition</option> <option value="FE fundinfo event registration" >FE fundinfo event registration</option> <option value="LinkedIn Ad" >LinkedIn Ad</option> <option value="Generic mailbox enquiry" >Generic mailbox enquiry</option> <option value="ASIC Data" >ASIC Data</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="form_type">Form Type</label> <select id="form_type" name="form_type" placeholder="" > <option value="Blog Subscription" >Blog Subscription</option> <option value="Event-virtual" >Event-virtual</option> <option value="Event-in-person" >Event-in-person</option> <option value="ToFu" >ToFu (awareness)</option> <option value="MoFu" >MoFu (solution pages)</option> <option value="BoFu" selected>BoFu (product pages)</option> <option value="Trial/Demo" >Trial/Demo</option> <option value="Contact Us" >Contact Us</option> <option value="Whitepaper" >White Paper</option> <option value="Document Request" >Document Request</option> <option value="Insti Contact Data" >Insti Contact Data</option> <option value="Adv Contact Data" >Adv Contact Data</option> <option value="Report" >Report</option> <option value="Generic Contact Data" >Generic Contact Data</option> <option value="Research Survey" >Research Survey</option> <option value="Infographic" >Infographic</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="contact_us_topic">Contact Us Topic</label> <select id="contact_us_topic" name="contact_us_topic" placeholder="" > <option value="Help and Support" >Help and Support</option> <option value="Fund Managers - products" >Solutions for Fund Managers</option> <option value="Financial Advisers - products" >Solutions for Financial Advisers</option> <option value="Fund Distributors - products" >Solutions for Fund Distributors</option> <option value="HR / Careers" >HR / Careers</option> <option value="Product Training" >Product Training</option> <option value="Events" >Events</option> <option value="PR and Media" >PR and Media</option> <option value="Other" >Other</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="fechannel">FE Channel</label> <select id="fechannel" name="fechannel" placeholder="" > <option value="adv" >ADV</option> <option value="inst" selected>INST</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="audience_type">Select Fund Managers or Fund Distributors</label> <select id="audience_type" name="audience_type" placeholder="" > <option value="Fund Distributors" >Fund Distributors</option> <option value="Fund Managers" selected>Fund Managers</option> <option value="Financial Advisers" >Financial Advisers</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="utm_campaign">Leave blank - auto populated</label> <input type="text" id="utm_campaign" name="utm_campaign" placeholder="" /> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="utm_medium">Leave blank - auto populated</label> <input type="text" id="utm_medium" name="utm_medium" placeholder="" /> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="utm_source">Leave blank - auto populated</label> <input type="text" id="utm_source" name="utm_source" placeholder="" /> </div> </div> <div class="c-form__row"> <button class="c-button c-button--full c-button--primary"> Request a meeting <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"></path> </svg> </span> </button> </div> <input name="__RequestVerificationToken" type="hidden" value="CfDJ8PCp46lf56pPuadWvLEv7qZDRAT5bnh9nUMR9tzeZxyYoMGNvynb0edH0qdn6Olwff8h9m56feZQyUCS80y6ojLrE2ovQBqlcyMuSvDv24g4j9j_B6L5s2KmW8niwFokvzKexcmu1kxzfrJif-k-GrA" /><input name="ufprt" type="hidden" value="CfDJ8PCp46lf56pPuadWvLEv7qYHyEWf2NGBFKVgjJmmXSM4OfkKNWf-aCKGshYzop-H13Qghp_QEnTb9KcbKEJSuBPfi1iCsmP2frD25Uo5iSdfLqGMCX7atlSDZ1JNJtQiOF0hmdUTZRUc1R8trPJW4HY" /></form> </div> </div> </div> </section> </div> </div> </div> </div> </div> </div> </div> <div class="col-span-12 md:col-span-6"> <ul class="b-features__list"> <li class="b-features__item" data-fadein> <div class="b-features__item-icon"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M7.5 12L10.5 15L16.5 9M22 12C22 17.5228 17.5228 22 12 22C6.47715 22 2 17.5228 2 12C2 6.47715 6.47715 2 12 2C17.5228 2 22 6.47715 22 12Z" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/> </svg> </div> <div> <h3 class="b-features__item-headline">Regulatory and ESG reporting   </h3> <div class="c-richtext b-features__item-text"> <div> <p class="Paragraph SCXW144758659 BCX8"><span class="NormalTextRun SCXW144758659 BCX8">As the largest fund document production supplier in Europe, we support the end-to-end process covering all aspects of data management and calculations run from proprietary and regulatory data.</span></p> </div> <div></div> </div> </div> </li> <li class="b-features__item" data-fadein> <div class="b-features__item-icon"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M20 20V13M12 20V10M4 20L4 16M13.4067 5.0275L18.5751 6.96567M10.7988 5.40092L5.20023 9.59983M21.0607 6.43934C21.6464 7.02513 21.6464 7.97487 21.0607 8.56066C20.4749 9.14645 19.5251 9.14645 18.9393 8.56066C18.3536 7.97487 18.3536 7.02513 18.9393 6.43934C19.5251 5.85355 20.4749 5.85355 21.0607 6.43934ZM5.06066 9.43934C5.64645 10.0251 5.64645 10.9749 5.06066 11.5607C4.47487 12.1464 3.52513 12.1464 2.93934 11.5607C2.35355 10.9749 2.35355 10.0251 2.93934 9.43934C3.52513 8.85355 4.47487 8.85355 5.06066 9.43934ZM13.0607 3.43934C13.6464 4.02513 13.6464 4.97487 13.0607 5.56066C12.4749 6.14645 11.5251 6.14645 10.9393 5.56066C10.3536 4.97487 10.3536 4.02513 10.9393 3.43934C11.5251 2.85355 12.4749 2.85355 13.0607 3.43934Z" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/> </svg> </div> <div> <h3 class="b-features__item-headline">Integrating sustainability factors and ESG data  </h3> <div class="c-richtext b-features__item-text"> <div> <p class="Paragraph SCXW46855123 BCX8"><span class="NormalTextRun SCXW46855123 BCX8">We are ESG data provider agnostic which means we integrate your ESG data from your chosen provider(s) with your proprietary information, to produce your client facing ESG documents, whether that be the production of detailed ESG reports or marketing ESG fund factsheets.</span> </p> </div> </div> </div> </li> <li class="b-features__item" data-fadein> <div class="b-features__item-icon"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M7.5 7H7C4.23858 7 2 9.23858 2 12C2 14.7614 4.23858 17 7 17H9C11.7614 17 14 14.7614 14 12M16.5 17H17C19.7614 17 22 14.7614 22 12C22 9.23858 19.7614 7 17 7H15C12.2386 7 10 9.23858 10 12" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/> </svg> </div> <div> <h3 class="b-features__item-headline">Interoperability of services  </h3> <div class="c-richtext b-features__item-text"> <div> <p class="Paragraph SCXW192117514 BCX8"><span class="NormalTextRun SCXW192117514 BCX8">We provide the technology infrastructure to enable the interoperability of support services you need. We’ve built in robust validations, controls and automated workflows to deliver value through our Nexus platform, from core data management capabilities to the effective distribution of your fund information into the market. </span> </p> </div> </div> </div> </li> </ul> </div> </div> </div> </section><section class="c-block b-entry c-block--gray" id=""> <div class="b-entry__image"> <img data-parallaxframe loading="lazy" src="/media/rfla12fm/solutions-insti-document-production_1.jpg?v=1da70aae8697eb0" style="object-position:50% 50%;" alt="SOLUTIONS INSTI – Document Production 1"> </div> <div class="b-entry__content"> <div class="container"> <div class="grid grid-flow-dense items-center gap-y-10"> <div class="col-span-12 lg:col-span-5 lg:col-start-1"> <div class="c-intro"> <p class="c-intro__label">Breadth of reporting</p> <h2 class="c-intro__headline">We handle end-to-end delivery of the following key industry reports:</h2> </div> <ul class="c-iconlist mt-10"> <li> <span data-popout> <svg width="28" height="29" viewBox="0 0 28 29" fill="none" xmlns="http://www.w3.org/2000/svg"> <g clip-path="url(#a)"> <path d="m8.74967 14.3999 3.50003 3.5 7-7m6.4166 3.5c0 6.4434-5.2233 11.6667-11.6666 11.6667-6.44335 0-11.66669-5.2233-11.66669-11.6667 0-6.44328 5.22334-11.66662 11.66669-11.66662 6.4433 0 11.6666 5.22334 11.6666 11.66662Z" stroke="#00A59A" stroke-width="2.33333" stroke-linecap="round" stroke-linejoin="round" /> </g> <defs> <clipPath id="a"> <rect y=".399902" width="28" height="28" rx="14" fill="#fff" /> </clipPath> </defs> </svg> </span> <p>PRIIPs KIDs - Packaged Retail and Insurance-based investment products Key Information Documents

</p> </li> <li> <span data-popout> <svg width="28" height="29" viewBox="0 0 28 29" fill="none" xmlns="http://www.w3.org/2000/svg"> <g clip-path="url(#a)"> <path d="m8.74967 14.3999 3.50003 3.5 7-7m6.4166 3.5c0 6.4434-5.2233 11.6667-11.6666 11.6667-6.44335 0-11.66669-5.2233-11.66669-11.6667 0-6.44328 5.22334-11.66662 11.66669-11.66662 6.4433 0 11.6666 5.22334 11.6666 11.66662Z" stroke="#00A59A" stroke-width="2.33333" stroke-linecap="round" stroke-linejoin="round" /> </g> <defs> <clipPath id="a"> <rect y=".399902" width="28" height="28" rx="14" fill="#fff" /> </clipPath> </defs> </svg> </span> <p>TCFD - Task Force on Climate-Related Financial Disclosures reports</p> </li> <li> <span data-popout> <svg width="28" height="29" viewBox="0 0 28 29" fill="none" xmlns="http://www.w3.org/2000/svg"> <g clip-path="url(#a)"> <path d="m8.74967 14.3999 3.50003 3.5 7-7m6.4166 3.5c0 6.4434-5.2233 11.6667-11.6666 11.6667-6.44335 0-11.66669-5.2233-11.66669-11.6667 0-6.44328 5.22334-11.66662 11.66669-11.66662 6.4433 0 11.6666 5.22334 11.6666 11.66662Z" stroke="#00A59A" stroke-width="2.33333" stroke-linecap="round" stroke-linejoin="round" /> </g> <defs> <clipPath id="a"> <rect y=".399902" width="28" height="28" rx="14" fill="#fff" /> </clipPath> </defs> </svg> </span> <p>SDR - Sustainable Disclosure Requirements – product-level disclosures  </p> </li> <li> <span data-popout> <svg width="28" height="29" viewBox="0 0 28 29" fill="none" xmlns="http://www.w3.org/2000/svg"> <g clip-path="url(#a)"> <path d="m8.74967 14.3999 3.50003 3.5 7-7m6.4166 3.5c0 6.4434-5.2233 11.6667-11.6666 11.6667-6.44335 0-11.66669-5.2233-11.66669-11.6667 0-6.44328 5.22334-11.66662 11.66669-11.66662 6.4433 0 11.6666 5.22334 11.6666 11.66662Z" stroke="#00A59A" stroke-width="2.33333" stroke-linecap="round" stroke-linejoin="round" /> </g> <defs> <clipPath id="a"> <rect y=".399902" width="28" height="28" rx="14" fill="#fff" /> </clipPath> </defs> </svg> </span> <p>SFDR - Sustainable Finance Disclosure Regulation reports – including periodic disclosure reports and principal adverse impacts (PAI) statement requirements </p> </li> </ul> <div class="c-buttongroup mt-10"> </div> </div> </div> </div> </div> </section><section class="c-block c-block--darkblue" id=""> <div class="container"> <div class="grid"> <div class="col-span-12 "> <div class="b-richtext"> <div class="c-richtext "> <p> </p> <h2><a href="#095cb96e-8c33-4d7d-bd3d-5115136599e2" data-anchor="#095cb96e-8c33-4d7d-bd3d-5115136599e2"></a>Scale transformation with a focus on long sustainability for your organisation </h2> <p>Comply with fund regulations and integrate sustainability factors with ease.</p> <p> <a href="#" class="c-button c-button--primary" data-modal="8d7780e1-8b3e-4c3f-b722-e2d795c974ba" x-data="modal"> Request a meeting <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> <div id="8d7780e1-8b3e-4c3f-b722-e2d795c974ba" class="modal"> <div class="modal__dialog"> <div class="modal__content"> <div class="modal__header "> <button type="button" class="close-modal"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M18 6L6 18M6 6L18 18" stroke="currentcolor" stroke-width="1.66667" stroke-linecap="round" stroke-linejoin="round" /> </svg> </button> </div> <div class="modal__body"> <div class="block image-block"> <img src="/media/2y3dazxn/126x768.svg?quality=90&v=1da9551c1e6d0f0" alt="request a meeting" class="" width="768" height="126" loading="lazy" /> </div> <section class="c-block b-form " id=""> <div class="container"> <div class="grid gap-y-12"> <div class="col-span-12 b-form-hubspot md:col-span-6 lg:col-span-5"> <form action="/who-we-serve/life-pensions" class="c-form" enctype="multipart/form-data" id="form50b8c50bbc0b45ea9fa59dea4357349b" method="post"> <div class="c-form__intro mb-6"> </div> <input type="hidden" id="portalId" name="portalId" value="445778" /> <input type="hidden" id="formGuid" name="formGuid" value="e513c0b8-d699-4085-942d-218d5e6e20be" /> <div class="c-form__row "> <div class="c-form__input"> <label for="firstname"></label> <input type="text" id="firstname" name="firstname" placeholder="First name" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="lastname"></label> <input type="text" id="lastname" name="lastname" placeholder="Last name" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="email"></label> <input type="text" id="email" name="email" placeholder="Email" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="phone"></label> <input type="text" id="phone" name="phone" placeholder="Phone number" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="jobtitle"></label> <input type="text" id="jobtitle" name="jobtitle" placeholder="Job title" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="company"></label> <input type="text" id="company" name="company" placeholder="Company name" required /> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="country"></label> <select id="country" name="country" placeholder="" required> <option value="Ireland" >Ireland</option> <option value="United Kingdom" >United Kingdom</option> <option value="Switzerland" >Switzerland</option> <option value="Germany" >Germany</option> <option value="France" >France</option> <option value="Luxembourg" >Luxembourg</option> <option value="Ireland {Republic}" >Ireland {Republic}</option> <option value="Italy" >Italy</option> <option value="Spain" >Spain</option> <option value="Denmark" >Denmark</option> <option value="Sweden" >Sweden</option> <option value="Norway" >Norway</option> <option value="Australia" >Australia</option> <option value="Hong Kong SAR" >Hong Kong SAR</option> <option value="Singapore" >Singapore</option> <option value="Afghanistan" >Afghanistan</option> <option value="Albania" >Albania</option> <option value="Algeria" >Algeria</option> <option value="Andorra" >Andorra</option> <option value="Angola" >Angola</option> <option value="Antigua & Deps" >Antigua & Deps</option> <option value="Argentina" >Argentina</option> <option value="Armenia" >Armenia</option> <option value="Austria" >Austria</option> <option value="Azerbaijan" >Azerbaijan</option> <option value="Bahamas" >Bahamas</option> <option value="Bahrain" >Bahrain</option> <option value="Bangladesh" >Bangladesh</option> <option value="Barbados" >Barbados</option> <option value="Belarus" >Belarus</option> <option value="Belgium" >Belgium</option> <option value="Belize" >Belize</option> <option value="Benin" >Benin</option> <option value="Bhutan" >Bhutan</option> <option value="Bolivia" >Bolivia</option> <option value="Bosnia Herzegovina" >Bosnia Herzegovina</option> <option value="Botswana" >Botswana</option> <option value="Brazil" >Brazil</option> <option value="Brunei" >Brunei</option> <option value="Bulgaria" >Bulgaria</option> <option value="Burkina" >Burkina</option> <option value="Burundi" >Burundi</option> <option value="Cambodia" >Cambodia</option> <option value="Cameroon" >Cameroon</option> <option value="Canada" >Canada</option> <option value="Cape Verde" >Cape Verde</option> <option value="Central African Rep" >Central African Rep</option> <option value="Chad" >Chad</option> <option value="Chile" >Chile</option> <option value="China" >China</option> <option value="Colombia" >Colombia</option> <option value="Comoros" >Comoros</option> <option value="Congo" >Congo</option> <option value="Congo {Democratic Rep}" >Congo {Democratic Rep}</option> <option value="Costa Rica" >Costa Rica</option> <option value="Croatia" >Croatia</option> <option value="Cuba" >Cuba</option> <option value="Cyprus" >Cyprus</option> <option value="Czech Republic" >Czech Republic</option> <option value="Djibouti" >Djibouti</option> <option value="Dominica" >Dominica</option> <option value="Dominican Republic" >Dominican Republic</option> <option value="East Timor" >East Timor</option> <option value="Ecuador" >Ecuador</option> <option value="Egypt" >Egypt</option> <option value="El Salvador" >El Salvador</option> <option value="Equatorial Guinea" >Equatorial Guinea</option> <option value="Eritrea" >Eritrea</option> <option value="Estonia" >Estonia</option> <option value="Ethiopia" >Ethiopia</option> <option value="Fiji" >Fiji</option> <option value="Finland" >Finland</option> <option value="Gabon" >Gabon</option> <option value="Gambia" >Gambia</option> <option value="Georgia" >Georgia</option> <option value="Ghana" >Ghana</option> <option value="Greece" >Greece</option> <option value="Grenada" >Grenada</option> <option value="Guatemala" >Guatemala</option> <option value="Guinea" >Guinea</option> <option value="Guinea-Bissau" >Guinea-Bissau</option> <option value="Guyana" >Guyana</option> <option value="Haiti" >Haiti</option> <option value="Honduras" >Honduras</option> <option value="Hungary" >Hungary</option> <option value="Iceland" >Iceland</option> <option value="India" >India</option> <option value="Indonesia" >Indonesia</option> <option value="Iran" >Iran</option> <option value="Iraq" >Iraq</option> <option value="Israel" >Israel</option> <option value="Ivory Coast" >Ivory Coast</option> <option value="Jamaica" >Jamaica</option> <option value="Japan" >Japan</option> <option value="Jordan" >Jordan</option> <option value="Kazakhstan" >Kazakhstan</option> <option value="Kenya" >Kenya</option> <option value="Kiribati" >Kiribati</option> <option value="Korea North" >Korea North</option> <option value="Korea South" >Korea South</option> <option value="Kosovo" >Kosovo</option> <option value="Kuwait" >Kuwait</option> <option value="Kyrgyzstan" >Kyrgyzstan</option> <option value="Laos" >Laos</option> <option value="Latvia" >Latvia</option> <option value="Lebanon" >Lebanon</option> <option value="Lesotho" >Lesotho</option> <option value="Liberia" >Liberia</option> <option value="Libya" >Libya</option> <option value="Liechtenstein" >Liechtenstein</option> <option value="Lithuania" >Lithuania</option> <option value="Macedonia" >Macedonia</option> <option value="Madagascar" >Madagascar</option> <option value="Malawi" >Malawi</option> <option value="Malaysia" >Malaysia</option> <option value="Maldives" >Maldives</option> <option value="Mali" >Mali</option> <option value="Malta" >Malta</option> <option value="Marshall Islands" >Marshall Islands</option> <option value="Mauritania" >Mauritania</option> <option value="Mauritius" >Mauritius</option> <option value="Mexico" >Mexico</option> <option value="Micronesia" >Micronesia</option> <option value="Moldova" >Moldova</option> <option value="Monaco" >Monaco</option> <option value="Mongolia" >Mongolia</option> <option value="Montenegro" >Montenegro</option> <option value="Morocco" >Morocco</option> <option value="Mozambique" >Mozambique</option> <option value="Myanmar, (Burma)" >Myanmar, (Burma)</option> <option value="Namibia" >Namibia</option> <option value="Nauru" >Nauru</option> <option value="Nepal" >Nepal</option> <option value="New Zealand" >New Zealand</option> <option value="Netherlands" >Netherlands</option> <option value="Nicaragua" >Nicaragua</option> <option value="Niger" >Niger</option> <option value="Nigeria" >Nigeria</option> <option value="Oman" >Oman</option> <option value="Pakistan" >Pakistan</option> <option value="Palau" >Palau</option> <option value="Panama" >Panama</option> <option value="Papua New Guinea" >Papua New Guinea</option> <option value="Paraguay" >Paraguay</option> <option value="Peru" >Peru</option> <option value="Philippines" >Philippines</option> <option value="Poland" >Poland</option> <option value="Portugal" >Portugal</option> <option value="Qatar" >Qatar</option> <option value="Romania" >Romania</option> <option value="Russian Federation" >Russian Federation</option> <option value="Rwanda" >Rwanda</option> <option value="St Kitts & Nevis" >St Kitts & Nevis</option> <option value="St Lucia" >St Lucia</option> <option value="Saint Vincent & the Grenadines" >Saint Vincent & the Grenadines</option> <option value="Samoa" >Samoa</option> <option value="San Marino" >San Marino</option> <option value="Sao Tome & Principe" >Sao Tome & Principe</option> <option value="Saudi Arabia" >Saudi Arabia</option> <option value="Senegal" >Senegal</option> <option value="Serbia" >Serbia</option> <option value="Seychelles" >Seychelles</option> <option value="Sierra Leone" >Sierra Leone</option> <option value="Slovakia" >Slovakia</option> <option value="Slovenia" >Slovenia</option> <option value="Solomon Islands" >Solomon Islands</option> <option value="Somalia" >Somalia</option> <option value="South Africa" >South Africa</option> <option value="South Sudan" >South Sudan</option> <option value="Sri Lanka" >Sri Lanka</option> <option value="Sudan" >Sudan</option> <option value="Suriname" >Suriname</option> <option value="Swaziland" >Swaziland</option> <option value="Syria" >Syria</option> <option value="Taiwan" >Taiwan</option> <option value="Tajikistan" >Tajikistan</option> <option value="Tanzania" >Tanzania</option> <option value="Thailand" >Thailand</option> <option value="Togo" >Togo</option> <option value="Tonga" >Tonga</option> <option value="Trinidad & Tobago" >Trinidad & Tobago</option> <option value="Tunisia" >Tunisia</option> <option value="Turkey" >Turkey</option> <option value="Turkmenistan" >Turkmenistan</option> <option value="Tuvalu" >Tuvalu</option> <option value="Uganda" >Uganda</option> <option value="Ukraine" >Ukraine</option> <option value="United Arab Emirates" >United Arab Emirates</option> <option value="United States" >United States</option> <option value="Uruguay" >Uruguay</option> <option value="Uzbekistan" >Uzbekistan</option> <option value="Vanuatu" >Vanuatu</option> <option value="Vatican City" >Vatican City</option> <option value="Venezuela" >Venezuela</option> <option value="Vietnam" >Vietnam</option> <option value="Yemen" >Yemen</option> <option value="Zambia" >Zambia</option> <option value="Zimbabwe" >Zimbabwe</option> </select> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="segment">Segment</label> <select id="segment" name="segment" placeholder="" > <option value="Asset Managers" >Asset Managers</option> <option value="Management Companies" >Management Companies</option> <option value="Discretionary Fund Managers" >Discretionary Fund Managers</option> <option value="Banks" >Banks</option> <option value="Platforms" >Platforms</option> <option value="Insurance & Pensions" selected>Insurance & Pensions</option> <option value="Partners" >Partners</option> <option value="Financial Advisers" >Financial Advisers</option> </select> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="notes__c"></label> <textarea id="notes__c" name="notes__c" placeholder="So we can better address your request, please provide some additional information about your enquiry." ></textarea> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="basis_of_consent">Basis of consent</label> <select id="basis_of_consent" name="basis_of_consent" placeholder="" > <option value="Consent to communicate granted" selected>Consent to communicate granted</option> <option value="Legitimate interest" >Legitimate interest</option> <option value="No consent given" >No consent given</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="source_of_contact">Source of contact</label> <select id="source_of_contact" name="source_of_contact" placeholder="" > <option value="FCA Feed" >FCA Feed</option> <option value="Autus Data" >Autus Data</option> <option value="SSales/Acc Mgt team interaction" >Sales/Acc Mgt team interaction</option> <option value="3rd party event" >3rd party event</option> <option value="Client support case" >Client support case</option> <option value="Linkedin Sales Navigator" >Linkedin Sales Navigator</option> <option value="Gotowebinar registration" >Gotowebinar registration</option> <option value="Product registration/database" >Product registration/database</option> <option value="Corporate website form submission" selected>Corporate website form submission</option> <option value="Customer portal registration" >Customer portal registration</option> <option value="Company acquisition" >Company acquisition</option> <option value="FE fundinfo event registration" >FE fundinfo event registration</option> <option value="LinkedIn Ad" >LinkedIn 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</div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="fechannel">FE Channel</label> <select id="fechannel" name="fechannel" placeholder="" > <option value="adv" >ADV</option> <option value="inst" selected>INST</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="audience_type">Select Fund Managers or Fund Distributors</label> <select id="audience_type" name="audience_type" placeholder="" > <option value="Fund Distributors" >Fund Distributors</option> <option value="Fund Managers" selected>Fund Managers</option> <option value="Financial Advisers" >Financial Advisers</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="utm_campaign">Leave blank - auto populated</label> <input type="text" id="utm_campaign" name="utm_campaign" placeholder="" /> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="utm_medium">Leave blank - auto populated</label> <input type="text" id="utm_medium" name="utm_medium" placeholder="" /> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="utm_source">Leave blank - auto populated</label> <input type="text" id="utm_source" name="utm_source" placeholder="" /> </div> </div> <div class="c-form__row"> <button class="c-button c-button--full c-button--primary"> Request a meeting <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"></path> </svg> </span> </button> </div> <input name="__RequestVerificationToken" type="hidden" value="CfDJ8PCp46lf56pPuadWvLEv7qZDRAT5bnh9nUMR9tzeZxyYoMGNvynb0edH0qdn6Olwff8h9m56feZQyUCS80y6ojLrE2ovQBqlcyMuSvDv24g4j9j_B6L5s2KmW8niwFokvzKexcmu1kxzfrJif-k-GrA" /><input name="ufprt" type="hidden" value="CfDJ8PCp46lf56pPuadWvLEv7qZ4AmhsAryXtcelV6u0FObfG5KiUhFyp3gjAYhYgAH08RREDuL13AB6JOBuYogC_fzs4uo7SbM-PoGhjh_v9_TY7MmSwZ2F7Y_ebZoRDjAD2TUeiTLdhZ8kQOKmSjQFric" /></form> </div> </div> </div> </section> </div> </div> </div> </div></p> </div> </div> </div> </div> </div> </section> <section class="c-block b-solutions" id=""> <div class="container"> <div class="c-intro c-intro--centered"> <p class="c-intro__label">Portfolio</p> <h2 class="c-intro__headline">Scale up your regulatory compliance and investor engagement</h2> <p class="c-intro__text">Ensure effective client communications and reporting with an integrated data and technology solution.</p> </div> <div class="mt-8 md:mt-16" x-data="tabs"> <select class="b-solutions__select" x-model="active"> <option value="0"> Data & Document Feeds </option> <option value="1"> Regulatory & Marketing Document Production </option> <option value="2"> ESG Reporting </option> <option value="3"> Digital Solutions </option> <option value="4"> Research & Insights </option> </select> <div class="b-solutions__tabs"> <button class="b-solutions__tab" x-on:click="setActive(0)" x-bind:class="active == 0 && 'active'"> Data & Document Feeds </button> <button class="b-solutions__tab" x-on:click="setActive(1)" x-bind:class="active == 1 && 'active'"> Regulatory & Marketing Document Production </button> <button class="b-solutions__tab" x-on:click="setActive(2)" x-bind:class="active == 2 && 'active'"> ESG Reporting </button> <button class="b-solutions__tab" x-on:click="setActive(3)" x-bind:class="active == 3 && 'active'"> Digital Solutions </button> <button class="b-solutions__tab" x-on:click="setActive(4)" x-bind:class="active == 4 && 'active'"> Research & Insights </button> </div> <div class="b-solutions__content" x-show="active == 0"> <div class="grid gap-y-12"> <div class="col-span-12 lg:col-span-5"> <h3 class="b-solutions__content-headline">Data & Document Feeds </h3> <div class="c-richtext b-solutions__content-text mt-6"> <p><span class="NormalTextRun SCXW79853334 BCX8">Our state-of-the-art Data Feed Portal gives you access to our golden source fund database. Whether you need static, dynamic, or regulatory data, our portal gives you the flexibility and control to access your necessary data points, determine the frequency and format in which they are delivered – ready to be fed into your bank-owned or bank-aligned platforms, critical to fund distribution. </span> </p> </div> <div class="c-buttongroup mt-8"> <a href="/solutions/institutions/feeds#" class="c-button c-button--primary" > Discover more <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> <div class="col-span-12 lg:col-span-6 lg:col-start-7"> <ul class="b-solutions__list"> <li>Direct from source</li> <li>Global coverage</li> <li>Regulatory compliance</li> <li>Cost & risk mitigation</li> </ul> </div> </div> </div> <div class="b-solutions__content" x-show="active == 1"> <div class="grid gap-y-12"> <div class="col-span-12 lg:col-span-5"> <h3 class="b-solutions__content-headline">Regulatory & Marketing Document Production </h3> <div class="c-richtext b-solutions__content-text mt-6"> <div> <p class="Paragraph SCXW234477722 BCX8"><span class="NormalTextRun SCXW234477722 BCX8">As the largest fund document production supplier in Europe, we leverage our close relationships with template issuers and regulators, giving us an opportunity to lobby changes beneficial to our clients.</span> </p> </div> <div> <p class="Paragraph SCXW234477722 BCX8"><span class="NormalTextRun SCXW234477722 BCX8">Our technology facilitates flexible, transparent, automated and compliant document production in up to 35 languages.</span> </p> </div> </div> <div class="c-buttongroup mt-8"> <a href="/solutions/institutions/document-production#" class="c-button c-button--primary" > Discover more <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> <div class="col-span-12 lg:col-span-6 lg:col-start-7"> <ul class="b-solutions__list"> <li>Data excellence</li> <li>Digitalisation & automation</li> <li>Comprehensive solution</li> <li>Flexible tool</li> </ul> </div> </div> </div> <div class="b-solutions__content" x-show="active == 2"> <div class="grid gap-y-12"> <div class="col-span-12 lg:col-span-5"> <h3 class="b-solutions__content-headline">ESG Reporting </h3> <div class="c-richtext b-solutions__content-text mt-6"> <p class="Paragraph SCXW166414354 BCX8"><span class="NormalTextRun SCXW197969067 BCX8">With our ESG Reporting solution, we help you comply with new and evolving ESG and climate disclosure requirements and produce comprehensive ESG reports. We support the production of regulatory reports such as SFDR, SDR and TCFD, as well as enable the integration of financial and ESG data to produce investment fund factsheets at scale.</span> </p> </div> <div class="c-buttongroup mt-8"> <a href="/solutions/institutions/esg-reporting#" class="c-button c-button--primary" > Discover more <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> <div class="col-span-12 lg:col-span-6 lg:col-start-7"> <ul class="b-solutions__list"> <li>Insource ESG expertise</li> <li>ESG reporting & disclosure</li> <li>Regulatory compliance</li> <li>Integrated sustainability factors</li> </ul> </div> </div> </div> <div class="b-solutions__content" x-show="active == 3"> <div class="grid gap-y-12"> <div class="col-span-12 lg:col-span-5"> <h3 class="b-solutions__content-headline">Digital Solutions </h3> <div class="c-richtext b-solutions__content-text mt-6"> <p><span class="NormalTextRun SCXW30933635 BCX8">Enhance your digital investor engagement with our Digital Solutions. Empower your investors and financial advisers with dynamic fund research analysis tools. Integrate widgets onto your websites, including performance charts, asset breakdowns and data tables which are built according to your specific needs and made to empower investment decisions. </span> </p> </div> <div class="c-buttongroup mt-8"> <a href="/products/institutions/digital-solutions#" class="c-button c-button--primary" > Discover more <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> <div class="col-span-12 lg:col-span-6 lg:col-start-7"> <ul class="b-solutions__list"> <li>Seamless integration</li> <li>Continuous innovation</li> <li>Configurable & scalable</li> </ul> </div> </div> </div> <div class="b-solutions__content" x-show="active == 4"> <div class="grid gap-y-12"> <div class="col-span-12 lg:col-span-5"> <h3 class="b-solutions__content-headline">Research & Insights </h3> <div class="c-richtext b-solutions__content-text mt-6"> <p class="Paragraph SCXW148364269 BCX8">Gain sector insights and conduct value assessments of funds, with FE Analytics and FinXL. With one of our flagship products, your marketing, distribution and client relations teams gain direct visibility of fund data in the market, giving you the freedom to conduct market and fund research, review your investment propositions and compare ESG credentials for your clients.</p> </div> <div class="c-buttongroup mt-8"> <a href="/solutions/institutions/research-insights#" class="c-button c-button--primary" > Discover more <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> <div class="col-span-12 lg:col-span-6 lg:col-start-7"> <ul class="b-solutions__list"> <li>Benchmark & research funds</li> <li>Wealth of data at your fingertips</li> <li>Comprehensive solution</li> </ul> </div> </div> </div> </div> </div> </section><section class="c-block b-selection " id="" x-data="selection"> <div class="container"> <div class="c-intro"> <p class="c-intro__label">RELATED INSIGHTS</p> <h2 class="c-intro__headline">What we think</h2> <div class="c-intro__text"> <div class="c-richtext"> <p>Stay better connected and better informed with our expertise and insights for more efficient investment decisions based on trusted, insightful information.</p> </div> </div> <div class="c-buttongroup mt-10"> <a href="/insights#" class="c-button c-button--primary" > Insights <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> <div class="b-selection__cards mt-12 md:mt-16" x-ref="slider"> <div class="b-selection__card"> <div class="c-entrycard"> <a 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Kingdom</option> <option value="Switzerland" >Switzerland</option> <option value="Germany" >Germany</option> <option value="France" >France</option> <option value="Luxembourg" >Luxembourg</option> <option value="Ireland {Republic}" >Ireland {Republic}</option> <option value="Italy" >Italy</option> <option value="Spain" >Spain</option> <option value="Denmark" >Denmark</option> <option value="Sweden" >Sweden</option> <option value="Norway" >Norway</option> <option value="Australia" >Australia</option> <option value="Hong Kong SAR" >Hong Kong SAR</option> <option value="Singapore" >Singapore</option> <option value="Afghanistan" >Afghanistan</option> <option value="Albania" >Albania</option> <option value="Algeria" >Algeria</option> <option value="Andorra" >Andorra</option> <option value="Angola" >Angola</option> <option value="Antigua & Deps" >Antigua & Deps</option> <option value="Argentina" >Argentina</option> <option value="Armenia" >Armenia</option> <option value="Austria" >Austria</option> <option value="Azerbaijan" >Azerbaijan</option> <option value="Bahamas" >Bahamas</option> <option value="Bahrain" >Bahrain</option> <option value="Bangladesh" >Bangladesh</option> <option value="Barbados" >Barbados</option> <option value="Belarus" >Belarus</option> <option value="Belgium" >Belgium</option> <option value="Belize" >Belize</option> <option value="Benin" >Benin</option> <option value="Bhutan" >Bhutan</option> <option value="Bolivia" >Bolivia</option> <option value="Bosnia Herzegovina" >Bosnia Herzegovina</option> <option value="Botswana" >Botswana</option> <option value="Brazil" >Brazil</option> <option value="Brunei" >Brunei</option> <option value="Bulgaria" >Bulgaria</option> <option value="Burkina" >Burkina</option> <option value="Burundi" >Burundi</option> <option value="Cambodia" >Cambodia</option> <option value="Cameroon" >Cameroon</option> <option value="Canada" >Canada</option> <option value="Cape Verde" >Cape Verde</option> <option value="Central African Rep" >Central African Rep</option> <option value="Chad" >Chad</option> <option value="Chile" >Chile</option> <option value="China" >China</option> <option value="Colombia" >Colombia</option> <option value="Comoros" >Comoros</option> <option value="Congo" >Congo</option> <option value="Congo {Democratic Rep}" >Congo {Democratic Rep}</option> <option value="Costa Rica" >Costa Rica</option> <option value="Croatia" >Croatia</option> <option value="Cuba" >Cuba</option> <option value="Cyprus" >Cyprus</option> <option value="Czech Republic" >Czech Republic</option> <option value="Djibouti" >Djibouti</option> <option value="Dominica" >Dominica</option> <option value="Dominican Republic" >Dominican Republic</option> <option value="East Timor" >East Timor</option> <option value="Ecuador" >Ecuador</option> <option value="Egypt" >Egypt</option> <option value="El Salvador" >El Salvador</option> <option value="Equatorial Guinea" >Equatorial Guinea</option> <option value="Eritrea" >Eritrea</option> <option value="Estonia" >Estonia</option> <option value="Ethiopia" >Ethiopia</option> <option value="Fiji" >Fiji</option> <option value="Finland" >Finland</option> <option value="Gabon" >Gabon</option> <option value="Gambia" >Gambia</option> <option value="Georgia" >Georgia</option> <option value="Ghana" >Ghana</option> <option value="Greece" >Greece</option> <option value="Grenada" >Grenada</option> <option value="Guatemala" >Guatemala</option> <option value="Guinea" >Guinea</option> <option value="Guinea-Bissau" >Guinea-Bissau</option> <option value="Guyana" >Guyana</option> <option value="Haiti" >Haiti</option> <option value="Honduras" >Honduras</option> <option value="Hungary" >Hungary</option> <option value="Iceland" >Iceland</option> <option value="India" >India</option> <option value="Indonesia" >Indonesia</option> <option value="Iran" >Iran</option> <option value="Iraq" >Iraq</option> <option value="Israel" >Israel</option> <option value="Ivory Coast" >Ivory Coast</option> <option value="Jamaica" >Jamaica</option> <option value="Japan" >Japan</option> <option value="Jordan" >Jordan</option> <option value="Kazakhstan" >Kazakhstan</option> <option value="Kenya" >Kenya</option> <option value="Kiribati" >Kiribati</option> <option value="Korea North" >Korea North</option> <option value="Korea South" >Korea South</option> <option value="Kosovo" >Kosovo</option> <option value="Kuwait" >Kuwait</option> <option value="Kyrgyzstan" >Kyrgyzstan</option> <option value="Laos" >Laos</option> <option value="Latvia" >Latvia</option> <option value="Lebanon" >Lebanon</option> <option value="Lesotho" >Lesotho</option> <option value="Liberia" >Liberia</option> <option value="Libya" >Libya</option> <option value="Liechtenstein" >Liechtenstein</option> <option value="Lithuania" >Lithuania</option> <option value="Macedonia" >Macedonia</option> <option value="Madagascar" >Madagascar</option> <option value="Malawi" >Malawi</option> <option value="Malaysia" >Malaysia</option> <option value="Maldives" >Maldives</option> <option value="Mali" >Mali</option> <option value="Malta" >Malta</option> <option value="Marshall Islands" >Marshall Islands</option> <option value="Mauritania" >Mauritania</option> <option value="Mauritius" >Mauritius</option> <option value="Mexico" >Mexico</option> <option value="Micronesia" >Micronesia</option> <option value="Moldova" >Moldova</option> <option value="Monaco" >Monaco</option> <option value="Mongolia" >Mongolia</option> <option value="Montenegro" >Montenegro</option> <option value="Morocco" >Morocco</option> <option value="Mozambique" >Mozambique</option> <option value="Myanmar, (Burma)" >Myanmar, (Burma)</option> <option value="Namibia" >Namibia</option> <option value="Nauru" >Nauru</option> <option value="Nepal" >Nepal</option> <option value="New Zealand" >New Zealand</option> <option value="Netherlands" >Netherlands</option> <option value="Nicaragua" >Nicaragua</option> <option value="Niger" >Niger</option> <option value="Nigeria" >Nigeria</option> <option value="Oman" >Oman</option> <option value="Pakistan" >Pakistan</option> <option value="Palau" >Palau</option> <option value="Panama" >Panama</option> <option value="Papua New Guinea" >Papua New Guinea</option> <option value="Paraguay" >Paraguay</option> <option value="Peru" >Peru</option> <option value="Philippines" >Philippines</option> <option value="Poland" >Poland</option> <option value="Portugal" >Portugal</option> <option value="Qatar" >Qatar</option> <option value="Romania" >Romania</option> <option value="Russian Federation" >Russian Federation</option> <option value="Rwanda" >Rwanda</option> <option value="St Kitts & Nevis" >St Kitts & Nevis</option> <option value="St Lucia" >St Lucia</option> <option value="Saint Vincent & the Grenadines" >Saint Vincent & the Grenadines</option> <option value="Samoa" >Samoa</option> <option value="San Marino" >San Marino</option> <option value="Sao Tome & Principe" >Sao Tome & Principe</option> <option value="Saudi Arabia" >Saudi Arabia</option> <option value="Senegal" >Senegal</option> <option value="Serbia" >Serbia</option> <option value="Seychelles" >Seychelles</option> <option value="Sierra Leone" >Sierra Leone</option> <option value="Slovakia" >Slovakia</option> <option value="Slovenia" >Slovenia</option> <option value="Solomon Islands" >Solomon Islands</option> <option value="Somalia" >Somalia</option> <option value="South Africa" >South Africa</option> <option value="South Sudan" >South Sudan</option> <option value="Sri Lanka" >Sri Lanka</option> <option value="Sudan" >Sudan</option> <option value="Suriname" >Suriname</option> <option value="Swaziland" >Swaziland</option> <option value="Syria" >Syria</option> <option value="Taiwan" >Taiwan</option> <option value="Tajikistan" >Tajikistan</option> <option value="Tanzania" >Tanzania</option> <option value="Thailand" >Thailand</option> <option value="Togo" >Togo</option> <option value="Tonga" >Tonga</option> <option value="Trinidad & Tobago" >Trinidad & Tobago</option> <option value="Tunisia" >Tunisia</option> <option value="Turkey" >Turkey</option> <option value="Turkmenistan" >Turkmenistan</option> <option value="Tuvalu" >Tuvalu</option> <option value="Uganda" >Uganda</option> <option value="Ukraine" >Ukraine</option> <option value="United Arab Emirates" >United Arab Emirates</option> <option value="United States" >United States</option> <option value="Uruguay" >Uruguay</option> <option value="Uzbekistan" >Uzbekistan</option> <option value="Vanuatu" >Vanuatu</option> <option value="Vatican City" >Vatican City</option> <option value="Venezuela" >Venezuela</option> <option value="Vietnam" >Vietnam</option> <option value="Yemen" >Yemen</option> <option value="Zambia" >Zambia</option> <option value="Zimbabwe" >Zimbabwe</option> </select> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="segment">Segment</label> <select id="segment" name="segment" placeholder="" > <option value="Asset Managers" >Asset Managers</option> <option value="Management Companies" >Management Companies</option> <option value="Discretionary Fund Managers" >Discretionary Fund Managers</option> <option value="Banks" >Banks</option> <option value="Platforms" >Platforms</option> <option value="Insurance & Pensions" selected>Insurance & Pensions</option> <option value="Partners" >Partners</option> <option value="Financial Advisers" >Financial Advisers</option> </select> </div> </div> <div class="c-form__row "> <div class="c-form__input"> <label for="notes__c"></label> <textarea id="notes__c" name="notes__c" placeholder="So we can better address your request, please provide some additional information about your enquiry." ></textarea> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="basis_of_consent">Basis of consent</label> <select id="basis_of_consent" name="basis_of_consent" placeholder="" > 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value="Corporate website form submission" selected>Corporate website form submission</option> <option value="Customer portal registration" >Customer portal registration</option> <option value="Company acquisition" >Company acquisition</option> <option value="FE fundinfo event registration" >FE fundinfo event registration</option> <option value="LinkedIn Ad" >LinkedIn Ad</option> <option value="Generic mailbox enquiry" >Generic mailbox enquiry</option> <option value="ASIC Data" >ASIC Data</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="form_type">Form Type</label> <select id="form_type" name="form_type" placeholder="" > <option value="Blog Subscription" >Blog Subscription</option> <option value="Event-virtual" >Event-virtual</option> <option value="Event-in-person" >Event-in-person</option> <option value="ToFu" >ToFu (awareness)</option> <option value="MoFu" >MoFu (solution pages)</option> <option value="BoFu" selected>BoFu (product pages)</option> <option value="Trial/Demo" >Trial/Demo</option> <option value="Contact Us" >Contact Us</option> <option value="Whitepaper" >White Paper</option> <option value="Document Request" >Document Request</option> <option value="Insti Contact Data" >Insti Contact Data</option> <option value="Adv Contact Data" >Adv Contact Data</option> <option value="Report" >Report</option> <option value="Generic Contact Data" >Generic Contact Data</option> <option value="Research Survey" >Research Survey</option> <option value="Infographic" >Infographic</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="contact_us_topic">Contact Us Topic</label> <select id="contact_us_topic" name="contact_us_topic" placeholder="" > <option value="Help and Support" >Help and Support</option> <option value="Fund Managers - products" >Solutions for Fund Managers</option> <option value="Financial Advisers - products" >Solutions for Financial Advisers</option> <option value="Fund Distributors - products" >Solutions for Fund Distributors</option> <option value="HR / Careers" >HR / Careers</option> <option value="Product Training" >Product Training</option> <option value="Events" >Events</option> <option value="PR and Media" >PR and Media</option> <option value="Other" >Other</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="fechannel">FE Channel</label> <select id="fechannel" name="fechannel" placeholder="" > <option value="adv" >ADV</option> <option value="inst" selected>INST</option> </select> </div> </div> <div class="c-form__row c-form__row--hidden"> <div class="c-form__input"> <label for="audience_type">Select Fund Managers or Fund Distributors</label> <select id="audience_type" name="audience_type" placeholder="" > <option value="Fund Distributors" >Fund Distributors</option> <option value="Fund Managers" selected>Fund 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