Services for fund providers

UBS Fondcenter opens up the doors to close to 300 fund distributors, particularly in Europe and Asia. Your benefits as a fund provider:

  • A proven, reliable partner for distribution services
  • Access to a sizable and constantly growing distribution network
  • UBS Provider Explorer, the web-based CRM application for professional relationship management
  • Transparent reports on the distribution channels
  • Short time-to-market to add new funds to the shelf
  • A dedicated contact person, enabling you to coordinate and optimize the relationship

UBS Provider Explorer: Professional relationship management

UBS Provider Explorer is a web-based CRM application for professional relationship management.

  • CRM contact details for Fondcenter and Fund Provider as well as for each function/responsibility
  • Validation of product universe and pricing (Product & Pricing Template)
  • List of Fondcenter distributors
  • Trailer fee and service fee invoices as well as reporting to Fund Providers 
  • Overview and evolution of
    • Gross assets under administration and
    • Fund flows
    • Biggest holdings
    • Country breakdown and evolution
    • Breakdown and evolution per distribution channel as well as for each single asset class with data back to October 2006 or beginning of Cooperation Agreement and/or Service Agreement if later

Find out what we can do for you and help your distribution activities.

UBS Fondcenter

In order to proceed, you must confirm that you are a qualified/institutional investor/professional client based in Austria, Germany, Italy, Liechtenstein, Luxembourg, Singapore, Sweden, Switzerland, United Kingdom.

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