compliance

Run up to four different mandate checks against each portfolio or fund of funds in any single automated report run. Choose between pre-loaded single-click regulatory compliance sets :

SOUTH AFRICA:

BN 52 RHF
BN 52 QIF
BN 90 Standard
BN 90 Money market
BN 90 Fund of funds

- or build your own in-house mandates.

EUROPE:

UCITS

AUSTRALIA :

ASIC 2016/HF
AIMA Broad