Distributor Analysis

As an independent expert on cross-border distribution, we provide a comprehensive range of tailored solutions supporting your relationship with third party distributors; including assistance with the initial selection of distributors, assessing their compliance with contractual obligations and regulations, benchmarking their efficiency and surveying their needs, requirements and concerns.

Challenges

Locating and engaging local distributors who are aligned with your strategy and the culture and commercial objectives of your organisation is a complex and difficult process, consuming significant internal resources. Moreover, once engaged you need to ensure that distributors satisfy their contractual obligations on an ongoing basis and that they are providing a valuable and effective service to your funds.

PwC Solutions

Our Distributor Analysis module is a series of solutions tailored to assist the board of your fund and others so delegated, in meeting the challenges surrounding third party fund distribution.

We can assist you in the initial selection and/ or ongoing monitoring or assessment of your distribution partners. We have developed a comprehensive third party distributor analysis and due diligence programme matched to your specific requirements.

Fund governance includes assessing the operations, performance and risks of your distribution network. As an independent advisor, we can review, assess and report on the efficiency and compliance of the current distribution processes

An efficiently operating distribution network is a key factor in sustaining a cross-border distribution strategy. To know whether your distributors are efficiently marketing your fund, we can benchmark them through absolute and relative business performance criteria. We can also undertake a comprehensive survey your distributors to assess their satisfaction with your product range and your servicing of their requirements to maximize your understanding of their requirements and improve the overall relationship with your local distribution networks.