The advantages for global fund initiators
in working with Funds-2-Germany as an information agent
- A fair pricing model with a fixed annual amount for single investment funds or umbrella investment funds
- With Funds-2-Germany you do not pay for Paying Agency Services you might not require
- The annual fee is independent of the number of share classes
- Reply service for the (potential) German investors within 24 hours
- Additional services/support for national market entry available
- References are available upon request
The 4 benefits of working with Funds-2-Germany
Cost Minimization
With Mifid II and the changes around the trailer fees, the cost awareness in the world of funds has changed enormously. As fund platforms are now forced to impose fixed fees to compensate the missing trailer fees, the fund initiators are more focused on the fixed costs of a fund with a view to competitiveness than ever before – the interest rate environment also contributes to this. These fixed costs for funds also include the fees for the information and paying agency services in the respective countries.
Solution:
Funds-2-Germany offers the information agent service without mandatory combination bookings (no paying agency service required – which leads to lower costs).
Core Business Field
For many years, the information agent service was only a necessary requirement of the Bafin supervisory authority. But every fund initiator is responsible for seeking out an information agent, for its (potential) investors, which provides a competent and authentic service – driven by personal commitment – well removed from large companies where this service is only an ancillary service.
Solution:
Funds-2-Germany focuses on the information agent service with personal commitment.
Accessibility
In the mobile world, a potential investor should be able to reach his or her information agent at any time – regardless of bank opening times – 24 hours / 7 days.
Solution:
Reply service for queries from (potential) investors within 24 hours by Funds-2-Germany.
The Personal Touch
The information agent service as “feel-good“ package for the investor: handing over the fund documents combined with a cup of coffee – added value particularly for small / medium foreign fund initiators, because they can build investor’s trust sustainably through their German-speaking information agent.
Solution:
The fund initiator is free to list the complete contact details of Funds-2-Germany in their fund documents. In this way, Funds-2-Germany acts as German-speaking communication link between the fund initiator and the investor.