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Acquired | Acquired

About FundAssist

FundAssist provides specialist support services with an emphasis on Financial Reporting, Key Information Documents (UCITS KIID & PRIIPs KID), Factsheet, Translation, Data Management, Shareholders Services Support as well as Document and Data Dissemination. FundAssist also provides a range of practical solutions to bring greater efficiency to many of the challenges faced by the industry within the product distribution and governance areas.

FundAssist Headquarters Location

5 Dundrum Business Park

Dundrum, D14 DD89,


+353 1 207 9700

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Latest FundAssist News

Broadridge Launches Ex-Post Reporting Solution for MiFID II

Sep 10, 2018

This is the latest of a suite of MiFID II related services that has been developed by Broadridge's FundAssist business. The end of the year is fast approaching. With this, financial firms in the European Union (EU) are gearing up to lodge their obligatory end of year reports under the new MiFID II regulation. To help with this, Broadridge Financial Solutions, a provider of business intelligence for the asset management industry , announced today that it has launched a new solution which will support investment firms with their ex-post reporting obligations. Under Article 50 of the MiFID Delegated Regulation, investment firms are required to provide annual ex-post information. This includes information about all costs and charges for both the financial instruments and investment services they offer. For this year, the reports must be lodged by the end of April 2019. Suggested articles FXTM Brand Ambassador Lewis Pugh Completes World Record Long Swim Go to article >> This reporting solution is the latest of a suite of MiFID II related services that have been developed by Broadridge’s FundAssist business. Already, the new solution from the company has generated the interest of international investment firm. However, Broadridge did not specify which company. Patricia Rosch Source: LinkedIn Commenting on the new solution, Patricia Rosch, president of Broadridge’s international Investor Communication Solutions business said: “MiFID II compliance adds to the scale and complexity of regulatory change affecting firms operating in European jurisdictions. Delivering proprietary end-to-end solutions, based on advanced technology and combined with our exceptional depth of regulatory expertise, helps investment firms manage this highly complex regulatory issue and be prepared to capitalise on what’s next.” Broadridge acquired FundAssist Earlier this year in March, Finance Magnates reported that Broadridge had acquired FundAssist Limited. Its purchase of FundAssist allows it to compose, manage and distribute digitised regulatory and disclosure documents for fund managers distributing in Europe. Share this article

  • Where is FundAssist's headquarters?

    FundAssist's headquarters is located at 5 Dundrum Business Park, Dundrum.

  • What is FundAssist's latest funding round?

    FundAssist's latest funding round is Acquired.

  • Who are the investors of FundAssist?

    Investors of FundAssist include Broadridge Financial Solutions.

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