Compliance & Risk MiFID
HOW DOES IT WORK
Outsourcing services for the legal documentation supporting asset management.
Main features covered
The management of an extensive financial database (160,000 multi-asset products) has allowed the development of strong skills in data management and service delivery in outsourcing logic
Document flow management for UCIs: KIID, Prospect, subscription form, etc.; Deus provides a full outsourcing service and also allows the management of documentation specific to each customer
Account aggregation service for HNWI customers in full outsourcing: Deus receives information in various formats (PDF, Excel, TXT, CSV and even hardcopy) and takes care to rebuild customer portfolios in aggregate form.
Multivariate suitability engine for evaluating the customer’s MiFID profile
Italian Mutual Funds
Authorised Foreign Funds
Unauthorised Foreign Funds
Open pension funds
The historical series pertaining to the client can be integrated in the dataset.