A Responsibility to Know Your Customer

Asset Managers have a responsibility to know their customers, whether these are the end customers or the institutions purchasing on their behalf. They are required not only to know more about who is buying their funds (and the suitability of the product range for them) but also to validate the product offering and to provide evidence of the governance that sits around this.

Can you answer these key questions?

  • What are you doing to get an up-to-date, detailed, and consolidated picture across all your distribution models that will help you to identify opportunities at an end client, IFA, and distribution partner level?
  • How are you using your data to help you meet your regulatory requirements – so you can better understand your client and refine opportunities to improve service, sales, compliance, and profitability?

This white paper explains how you can start to meet these challenges.

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