June 30, 2021

FCA report highlights failures in ACD market – Portfolio Adviser

The Financial Conduct Authority has found some authorised corporate directors (ACDs) are operating in the asset management market with inadequate standards in place. The findings come in a review published on Wednesday by the regulator looking into ‘host’ ACDs, also known as authorised fund managers (AFMs). view full article

FCA report highlights failures in ACD market – Portfolio Adviser Read More »

Review of host Authorised Fund Management firms – FCA

FCA, Report / fpadmin

“We wanted to test the viability of the host Authorised Fund Manager (AFM) business models and assess whether conflicts of interests were being effectively managed.” “From Q4 2019 to Q4 2020, we visited a sample of host AFMs to review the effectiveness of their governance, controls and monitoring. These firms operate a significant number of

Review of host Authorised Fund Management firms – FCA Read More »

What our clients say

Fitz Partners is providing industry top quality fee data on a wide array of share classes for a large number of funds and Asset Managers. They are providing a top-notch service.

We appreciate you sharing your expertise with us and allowing a free exchange of views and industry knowledge with our team.

Once again, thank you for delivering the Fitz Board Reports over a number of years now, and proceeding with the discussed development to make the reporting in line with our needs for the FCA requirements. The AoV reporting for cost was very well received by the Board

Thank you for being so responsive and delivering the 250+ share classes customised fee benchmarking report using our proposed share class pricing following the merger. It has been extremely useful, and we appreciated the way you presented our fund fees and share classes in the executive summary.

Thank you for your excellent support and responsiveness. The Fund Charges database and benchmarking reports are extremely useful for Luxembourg transfer pricing purposes.

Thank you for making yourself available for our ongoing internal discussions on performance fees. Our team finds the access to the performance fee database very valuable and it makes their review process so much easier and quicker.

June 30, 2021

FCA report highlights failures in ACD market – Portfolio Adviser

Review of host Authorised Fund Management firms – FCA

What our clients say

STAY INFORMED WITH THE LATEST INFORMATION FROM FITZ

Fitz Partners