The fund distribution landscape presents a highly dynamic and challenging environment for both fund buyers and fund managers. The increasing adoption of open architecture, the expansion of cross-border distribution, growth of wealth management solutions and the regulatory evolution designed to deliver greater investor transparency present both challenges and opportunities.

Through its unique Global Fund Platform, RBC Investor Services (RBCIS) can provide solutions to help both managers and buyers fully exploit and adapt to the dynamics of the global fund distribution market.

A dedicated solution for fund buyers

Our Global Fund Platform allows fund buyers to optimise fund selection in an open architecture environment with access to over 84,000 share classes registered with a network of 400 transfer agents. Our service can strengthen the negotiation power of fund buyers, providing access to and allowing the negotiation of pre-arranged distribution agreements.

Our platform facilitates the investment process by supporting fund selection and client management with an online quantitative analysis tool. Moreover, it provides simplified and secure trading and settlement, with RBCIS as the main contact.

A dedicated solution for fund managers

Our Global Fund Platform helps fund managers to extend their fund distribution to new markets to fully exploit global business opportunities. The platform can increase the visibility of fund managers’ offerings to buyers while ensuring neutrality and providing full transparency and comprehensive data management on the distribution network with real time reporting, compliance monitoring and due diligence of sub-distributors. The Global Fund platform can also reduce operational and distribution costs and help simplify trading infrastructure.

A flexible service

Global Fund Platform provides a highly flexible offering for both fund buyers and fund managers which can be tailored to specific client needs, ensuring cost-effectiveness, operational efficiency and reduced risk. Our services include:

• Transaction management (Fact sheet)
• Intermediary agreement (Fact sheet)
• Analytical services (Fact sheet)
• Bringing fund buyers together with fund managers (Fact sheet)