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fundinfo is preparing for Distribution Oversight / Upstream Reporting (02.08.2018)

One of the numerous regulatory requirements of MiFID II is that distributors must inform asset managers to which client segment they have actually offered and sold their funds. At present, various working groups and associations are working intensively on practical implementation of this reporting system, and on how distributors can make this "upstream reporting" or "distribution oversight" operationally efficient.fundinfo is following these...

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