Meet our compliance experts

Schedule a 30 or 60 minute demo. You will learn how to get started in a fast way. Read about the demos below. You can also mark your interests in order to get more information via email.

You can always reach us at

Speed up due diligence

Meet our experts in compliance. They are legal counsels with more than 10 years experience of distribution agreements and due diligence between asset managers and distributors of funds.

You will learn how to:

  • perform due diligence on asset managers and distributors
  • share your own profiles with other companies
  • track your own due diligence activities
  • get started in a fast way with our on-boarding support

We will give examples of the ways that you can benefit from our services. We don’t offer specific advice on the assessment of risks in relation to a specific company but we can share our knowledge about trends that we see when we meet and discuss due diligence with asset managers and distributors in different countries.

If you have specific questions, feel free to send them prior to the demo in order to utilize your time in the best possible way.

You can always reach us at:

Target Market and Complaints Reports

We have developed services to create, send and track reports between:

  • distributor and an asset manager
  • sub-distributor and a distributor
  • sub-distributor and an asset manager

The services have been developed together with banks and asset managers in order to comply with the requirements in MiFID II.

We are in a dialoge with branch associations regarding development of a custom within this area and for discussions about the interpretation of relevant rules.

We believe a flexible tool is needed since we will not have the same interpretation of the rules in all countries. We also believe in starting small and to improve over time based on feedback in our community.

Join a web demo to get inspiration for your work related to these types of reporting.

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