Servizi per i distributori

UBS Fondcenter, una delle principali piattaforme di distribuzione di fondi wholesale, fornisce un facile ed efficace accesso ad oltre 400 emittenti di fondi in tutto il mondo.1 Ecco i vantaggi per i distributori:

  • Agevole accesso a un universo globale di fondi con un unico contratto. Riduzione dei rischi legali e operativi e minore complessità grazie alla semplificazione dei processi.
  • Gestione e cura efficiente di tutti gli accordi di cooperazione e vendita per i vari canali di distribuzione.
  • Processi automatizzati, ben strutturati che vi consentono di concentrarvi sul core business.
  • Offerta modulare che consente di adattare i servizi alle vostre esigenze, abbinando ricerca, gestione degli accordi legali e calcolo delle commissioni di intermediazione finanziaria a servizi di esecuzione e custodia di fondi comuni d’investimento, ETF ed hedge fund.
  • Maggiore redditività e possibilità di convertire i costi fissi in costi variabili.
  • FundNavigator, un innovativo tool online di facile uso per l’utente che offre un potente strumento di ricerca, confronto e analisi di fondi oltre a un ampio hub di dati dei fondi, utile come supporto per soddisfare i requisiti di regolamentazione e di ricerca.
  • Solida competenza di regolamentazione e compliance a livello globale, in linea con i più recenti requisiti di mercato (MiFID II, AIFMD, RDR, ecc.)
  • Pagamento tempestivo delle commissioni di intermediazione finanziaria e reporting ampi e dettagliati sulle commissioni di remunerazione.
  • Tempi brevi di aggiunta di nuovi fondi alla gamma offerta.

FundNavigator: il banco di lavoro modulare

FundNavigator aiuta ad analizzare e selezionare i fondi, grazie a informazioni e analisi sui fondi, un sofisticato motore di ricerca dei fondi, uno strumento di confronto dei fondi e molto altro.

FundNavigator in 129 secondi (video in inglese)


Supporto tangibile

  • Vi mettiamo a disposizione risorse, know-how ed esperienza, nonché un interlocutore che conosce voi, le vostre esigenze e i vostri obiettivi.
  • I nostri team locali dedicati risponderanno alle vostre richieste, accertandosi che riceviate sempre l’assistenza di cui necessitate.
  • Nel nostro team di supporto sono integrati colleghi di ogni divisione UBS. Possiamo così offrire una gamma completa di servizi nel campo dei fondi.

Siamo pronti per il vostro futuro

  • Osserviamo e analizziamo i trend emergenti e siamo profondamente impegnati nel settore. Ad esempio abbiamo sostenuto l’iniziativa openfunds sin dagli inizi e ora siamo attivamente impegnati nella sua realizzazione.
  • Sviluppiamo costantemente la nostra offerta di servizi e le nostre applicazioni online, con l’aiuto di fornitori esterni.
  • Monitoriamo attentamente tutti gli sviluppi in campo normativo e vi assistiamo nell’attuazione dei nuovi requisiti.

Contattateci per saperne di più su UBS Fondcenter e sui nostri servizi per voi e i vostri clienti.

UBS Fondcenter

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