Discretionary Fund Managers | Navigating Complexity with Confidence

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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">ASSET MANAGEMENT</p> <p class="c-menulist__header">WEALTH MANAGEMENT</p> </div> <div class="c-menulist__lists"> <div class="c-menulist__list"> <ul> <li> <a href="/who-we-serve/asset-managers" class="c-menulist__item"> <p class="c-menulist__itemheader">Asset Management</p> <p class="c-menulist__itemtext"></p> </a> </li> <li> <a href="/who-we-serve/management-companies" class="c-menulist__item"> <p class="c-menulist__itemheader">Management Companies</p> <p class="c-menulist__itemtext"></p> </a> </li> <li> <a href="/who-we-serve/discretionary-fund-managers" class="c-menulist__item"> <p class="c-menulist__itemheader">Discretionary Fund Managers</p> <p class="c-menulist__itemtext"></p> </a> </li> </ul> </div> <div class="c-menulist__list"> <ul> <li> <a href="/who-we-serve/financial-advisers" class="c-menulist__item"> <p class="c-menulist__itemheader">Financial Advisers</p> <p class="c-menulist__itemtext"></p> </a> </li> <li> <a href="/who-we-serve/retailprivate-banks" class="c-menulist__item"> <p class="c-menulist__itemheader">Retail / Private Banks</p> <p class="c-menulist__itemtext"></p> </a> </li> <li> <a href="/who-we-serve/platforms" class="c-menulist__item"> <p class="c-menulist__itemheader">Platforms</p> <p class="c-menulist__itemtext"></p> </a> </li> <li> <a href="/who-we-serve/life-pensions" class="c-menulist__item"> <p class="c-menulist__itemheader">Insurance & Pensions</p> <p class="c-menulist__itemtext"></p> </a> </li> </ul> </div> </div> <div class="c-menulist__footer"> <a class="c-menulist__footerlink" href="/client-success-stories"> Client success stories <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 == 2 ? 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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/fifmvphk/who-we-serve-discretionary-fund-managers.jpg?v=1da7ec4f5f031a0" 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 up with confidence </h1> <div class="b-pagehero__text c-richtext"> <p><span class="NormalTextRun SCXW201243506 BCX8">Relieve your regulatory burden and focus on building winning value propositions for your clients </span> </p> </div> <div class="c-buttongroup"> <a href="#" class="c-button c-button--primary" data-modal="f2ec9a68-7db9-480e-998a-542aaa4f026f" 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="f2ec9a68-7db9-480e-998a-542aaa4f026f" 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/discretionary-fund-managers" class="c-form" enctype="multipart/form-data" id="form48270aee958f4fe1a107eed77cbac85b" 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="d3535e27-25da-485a-ab6d-cd80ca49415c" /> <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="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" selected>Discretionary Fund Managers</option> <option value="Banks" >Banks</option> <option value="Platforms" >Platforms</option> <option value="Insurance & Pensions" >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" selected>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="CfDJ8AL_T7issdVNiLhdbaQIfbRp8lTWfgLELRLQ3PG3mHOFkTOgISiKXZVO4YGhMn35Wg1cC27C9BwBbIL9NeOLnmJESMER0QN4iYmeS8nU5k4ERrwg4g6DWlnkngZy6GC0yAiHpfUNwoRRVr0CdwVCmjI" /><input name="ufprt" type="hidden" value="CfDJ8AL_T7issdVNiLhdbaQIfbSm0hR6TbULLr-0jZgFpPx1xB0FpnYNUZcAU5zlppleU_uXtTWhlvG18KLpQDjgFdp7NN4-l7pRUXglysrM0YSqmpmGuskhKfZrUfwGDO6mBDE-1Jt9M9LX8bEfain1oVY" /></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 SCXW73707106 BCX8"><span class="NormalTextRun SCXW73707106 BCX8">The rise and popularity of Model Portfolio Services (MPS) provided by Discretionary Fund Managers (DFMs) has meant DFMs face more competition than ever before, with traditional asset managers and platform providers now also entering the market with new cost competitive options. </span> </p> </div> <div> <p class="Paragraph SCXW73707106 BCX8"><span class="NormalTextRun SCXW73707106 BCX8">As one of the fastest growing segments in the investment space, it is becoming increasingly important for DFMs to have their regulatory compliance and oversight in check. Being able to scale up fund distribution operations is another key challenge that DFMs face, while ensuring they continue to deliver value to their clients. </span> </p> </div> <div> <p class="Paragraph SCXW73707106 BCX8"><span class="NormalTextRun SCXW73707106 BCX8">DFMs must be able to facilitate objective due diligence for their clients, like financial advisers, through the provision of their managed portfolio data, distribution of fund literature such as fund factsheets and regulatory reports, and the ability to produce them with minimal manual intervention. </span> </p> </div> <div> <p class="Paragraph SCXW73707106 BCX8">We can address these needs through the provision of our Nexus platform, powered by our market leading fund data, that enables end-to-end data management, document production and integrated distribution in an increasingly global context. </p> </div> </div> </div> <div class="c-buttongroup mt-10"> <a href="#" class="c-button c-button--primary" data-modal="eb8e546a-5b27-4294-87d2-e11800b4c17c" 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="eb8e546a-5b27-4294-87d2-e11800b4c17c" 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/discretionary-fund-managers" class="c-form" enctype="multipart/form-data" id="form05ba1933652a470e9f06353771cea920" 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="d3535e27-25da-485a-ab6d-cd80ca49415c" /> <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="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" selected>Discretionary Fund Managers</option> <option value="Banks" >Banks</option> <option value="Platforms" >Platforms</option> <option value="Insurance & Pensions" >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" selected>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="CfDJ8AL_T7issdVNiLhdbaQIfbRp8lTWfgLELRLQ3PG3mHOFkTOgISiKXZVO4YGhMn35Wg1cC27C9BwBbIL9NeOLnmJESMER0QN4iYmeS8nU5k4ERrwg4g6DWlnkngZy6GC0yAiHpfUNwoRRVr0CdwVCmjI" /><input name="ufprt" type="hidden" value="CfDJ8AL_T7issdVNiLhdbaQIfbQOlwSCzziZ5iPPAj09aHNtAND3nZo6AOYcp0FO-CEuO6ECJb9QaddYMFV-aNUDAV-CQpyqIAVF5EkjY8SlZfxdvNaKYzkyNkCzu3bVgl527UlmdxhS9GG9vpF2ke1HXWI" /></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">Robust regulatory compliance  </h3> <div class="c-richtext b-features__item-text"> <div> <p class="Paragraph SCXW87850539 BCX8"><span class="NormalTextRun SCXW87850539 BCX8">We offer a comprehensive suite of tools for DFMs that ensures compliance with the latest regulatory requirements. Our platform simplifies the creation of regulatory documents, facilitates the timely and compliant filing of documents to regulatory bodies and reduces the administrative burden on DFMs. </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="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">Optimised data management </h3> <div class="c-richtext b-features__item-text"> <div> <p class="Paragraph SCXW14738280 BCX8"><span class="NormalTextRun SCXW14738280 BCX8">Data is our core business. We help onboard, validate and distribute your model portfolio data at a holdings level to equip your clients, such as financial advisers, to conduct objective due diligence, bespoke comparisons and produce comprehensive client reports, </span> </p> </div> <div> <p class="Paragraph SCXW14738280 BCX8"><span class="NormalTextRun SCXW14738280 BCX8">We are ISO-accredited, leading the provision and transmission of our golden source fund data through our platform offering and financial adviser community in the UK, through FE Analytics. </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="M16 8V5L19 2L20 4L22 5L19 8H16ZM16 8L12 11.9999M22 12C22 17.5228 17.5228 22 12 22C6.47715 22 2 17.5228 2 12C2 6.47715 6.47715 2 12 2M17 12C17 14.7614 14.7614 17 12 17C9.23858 17 7 14.7614 7 12C7 9.23858 9.23858 7 12 7" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/> </svg> </div> <div> <h3 class="b-features__item-headline">Targeted marketing and distribution </h3> <div class="c-richtext b-features__item-text"> <div> <p class="Paragraph SCXW254468872 BCX8"><span class="NormalTextRun SCXW254468872 BCX8">You have the power to distribute your MPS data to your chosen adviser partners, supported by valuable MI. Gain market insight on who is requesting access to your model portfolios and underlying data, and control access. </span> </p> </div> </div> </div> </li> </ul> </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">Discover more about Nexus platform and our connected services</h2> <p class="c-intro__text">Manage your global fund distribution and operations across the middle office more effectively, and efficiently.</p> </div> <div class="mt-8 md:mt-16" x-data="tabs"> <select class="b-solutions__select" x-model="active"> <option value="0"> Nexus </option> <option value="1"> Regulatory & Marketing Document Production </option> <option value="2"> ESG Reporting </option> <option value="3"> MPS Directory </option> <option value="4"> Marketing & Digital Solutions </option> <option value="5"> 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'"> Nexus </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'"> MPS Directory </button> <button class="b-solutions__tab" x-on:click="setActive(4)" x-bind:class="active == 4 && 'active'"> Marketing & Digital Solutions </button> <button class="b-solutions__tab" x-on:click="setActive(5)" x-bind:class="active == 5 && '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">Nexus for Asset Managers</h3> <div class="c-richtext b-solutions__content-text mt-6"> <p><span class="NormalTextRun SCXW34347063 BCX8">Nexus platform is the product of our collective vision streamlining fund data management, documents and distribution, all in one place. It aims to serve the global fund management industry and its participants more efficiently and effectively in the pursuit of frictionless global fund distribution.  </span> </p> </div> <div class="c-buttongroup mt-8"> <a href="/solutions/institutions/nexus-for-asset-managers#" 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>Integrated solution</li> <li>Scalable</li> <li>Quality data</li> <li>Unparalleled distribution</li> <li>Regulatory oversight</li> <li>Real insights</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 SCXW68903030 BCX8"><span class="NormalTextRun SCXW68903030 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 SCXW68903030 BCX8"><span class="NormalTextRun SCXW68903030 BCX8">Our technology facilitates flexible, transparent, automated and compliant document production for fund factsheets and pre-contractual documents.</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 SCXW246587746 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 ability for you to integrate financial and ESG data to integrate sustainability factors into your existing investment fund factsheets. </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">MPS Directory</h3> <div class="c-richtext b-solutions__content-text mt-6"> <p>Ensure the timely delivery of your quality-assured model portfolio data and documents to financial advisers. You can leverage the reach of our adviser network through FE Analytics, the UK’s leading investment research and analytics tool, to distribute your funds and empower compliance for your clients. </p> </div> <div class="c-buttongroup mt-8"> <a href="/products/institutions/mps-directory#" 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 accuracy</li> <li>Effective data distribution</li> <li>Selective distribution</li> <li>Targeted marketing</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">Marketing & Digital Solutions </h3> <div class="c-richtext b-solutions__content-text mt-6"> <p class="Paragraph SCXW148364269 BCX8"><span class="NormalTextRun SCXW234672214 BCX8">Leverage our proprietary publications to amplify your key go to market campaigns and messages for maximum reach and targeted exposure. Grow your funds under management through targeted advertising, publishing and digital solutions to enhance your digital investor engagement with supporting MI to better inform your marketing strategy and investment. </span> </p> </div> <div class="c-buttongroup mt-8"> <a href="/solutions/institutions/marketing-digital#" 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>Finessed marketing strategy</li> <li>Fund advertising</li> <li>Enhanced global presence</li> </ul> </div> </div> </div> <div class="b-solutions__content" x-show="active == 5"> <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><span class="NormalTextRun SCXW237402204 BCX8">Gain sector insights and conduct value assessments of model portfolio service against competitors, with FE Analytics and FinXL. With one of our flagship products, your marketing, distribution and client relations teams gain direct visibility of your fund data in the market, giving you the freedom to conduct market and fund research, review your investment propositions and compare ESG credentials. </span> </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 data & document coverage</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" > Explore 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 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stroke-linecap="round" stroke-linejoin="round" /> </svg> </div> </a> <ul class="c-badgegroup mt-6"> <li> <a href="/client-success-stories?tags=Regulatory+Document+Production" class="c-badge">Regulatory Document Production</a> </li> <li> <a href="/client-success-stories?tags=Crown+Fund+Ratings" class="c-badge">Crown Fund Ratings</a> </li> </ul> </div> </div> </div> <div class="b-selection__card"> <div class="c-entrycard"> <a href="/insights/fe-fundinfo-reveals-2025-alpha-managers" class="c-entrycard__media"> <img loading="lazy" src="/media/bh2hsles/insights-carousel-fe-fundinfo-reveals-2024-alpha-managers-36.jpg?width=450&v=1da9719ca4447e0" style="object-position:50% 50%;" alt="INSIGHTS – PAGE HEADER – FE Fundinfo Reveals 2024 Alpha Managers 585X3813"> </a> <div class="c-entrycard__content"> <div class="c-entrycard__meta"> <p class="c-entrycard__meta-label">Press release</p> <time class="c-entrycard__meta-date" datetime="2025-02-19">19 Feb 2025</time> </div> <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="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" selected>Discretionary Fund Managers</option> <option value="Banks" >Banks</option> <option value="Platforms" >Platforms</option> <option value="Insurance & Pensions" >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" selected>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" 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