Market Publication

A comprehensive solution to assist in understanding and satisfying all fund publication obligations and best practices of your cross-border fund platform. A full integration of the market entry and publication processes, to ensure ongoing publication is timely and accurate and that changes to your product range are accurately reflected in all publication requirements.

Challenges

Fund publications are a key aspect of ensuring transparency to investors and regulatory compliance. However, publication processes for a cross-border distribution strategy can be complex and costly. A key challenge will be to determine the publication requirements of your fund platform from the mix of changing European, home and local regulations and best practices, especially as your products change over time. Monitoring publication costs is also critical as inefficiencies arise from lack of transparency and duplication between parties as well as uncertainties regarding the processes.

PwC Solutions

Publication requirements

An on-line solution to assist you in understanding the publication obligations and best practices imposed on your fund platform. We provide analyses of the publication rules and market practices for fund prices and corporate events across more than 25 countries, we monitor the changes to the rules and practices and we provide a “Newsflash” function to ensure you are constantly informed.

Publication compliance monitoring

Working with your media service provider, we support the publication process during the entire life-cycle of your fund across all jurisdictions in a fully coordinated manner. We highlight the obligations, monitor the impact of the changes to the rules and market practices and/or to your product or distribution pattern, prepare legal notices and their translation and confirm the successful publication ensuring satisfaction of obligations and cost efficiencies.

Publication diagnostic and cost optimisation

We analyse your current publication footprint against the publication rules and market practices in each of the country of distribution to identify opportunities for more efficient publications and provide recommendations to optimise publication costs.