Distribution Solutions
At Waystone, we provide a comprehensive range of Distribution Solutions to help fund managers address complex European and UK fund distribution challenges.
As a distribution-led business and leading third-party management company, we leverage our market intelligence to empower managers in achieving their asset-raising objectives.
Why Choose Waystone for Your Fund Distribution Needs?
With a proven track record in supporting fund managers’ internal sales teams and local distribution partners globally, we have deep insights into what it takes to attract investment from European allocators. Our dedicated team of distribution and investor relations professionals has successfully led and supported asset-raising campaigns for some of the world’s leading hedge fund and asset management firms.
Key benefits of our Fund Distribution Solutions include:
- Access to the leading European fund distribution platforms
- Expert guidance on RFP management
- Professional support in creating marketing literature
- Assistance with third-party country registrations and tax reporting coordination.
International Fund Distribution Solutions to Achieve Your Goals
We enhance our clients’ product growth by:
- Assisting management company clients with their European distribution strategies to maximise their asset-raising potential
- Analysing marketing messages, strategies, collateral and peer product positioning
- Facilitating selective introductions to potential investors.
Waystone offers a robust MiFID cross-border fund distribution solution to support our clients’ distribution strategies in Europe and the UK, while ensuring compliance with evolving regulations and enabling managers to maintain control of investor relationships. Our services facilitate access to Europe and the UK within a strong, flexible and regulatory-compliant framework, accompanied with on-going oversight. We also provide management of the regulatory process of sale.
Our solution is designed for large institutional managers that:
- Have appointed a Waystone Management Company
- Aim to distribute in the EU or UK
- Deal with professional investors and intermediaries.
We cover all regulated activities necessary for product distribution, including:
- Initial investor outreach
- Investor follow-up communications
- Provision of offering and subscription documentation
- Receipt and transmission of orders
- Maintenance and servicing of investors.
We ensure our clients’ products are easily accessible and maintained for investors in their target regions through services including:
- Comprehensive global registration
- Access to cross-EU and UK distribution platform networks
- Database dissemination and maintenance
- Set-up and management of distribution agreements and rebates
- Tax and regulatory reporting.
Waystone is authorised and regulated to represent foreign funds distributed in Switzerland, offering a complete service that includes fund representation, arrangements with the paying agent banks, and capital introductions.
To learn more about our Distribution Solutions, please reach out to your Waystone representative of our team below.