When beginning fund distribution, it is important to ensure your white label funds are accessible for your target group

    A film that is not in the main streaming providers’ repertoires is unlikely to be viewed by a significant audience. To avoid a similar fate for your private label funds, contact our experienced Distribution Network Services team for advice on international distribution licenses and commission management. Take advantage of our extensive network of affiliated distribution partners for a fast, smooth market entry and cutting-edge distribution controlling. Supported by renowned partners, we help you build the right sales models for the distribution of your private label funds in your relevant target markets.
    Regelmäßig steht das Team mit den Fondsinitiatoren zum Commission Management im Austausch.

    Our Distribution Network Services at a glance

    Make sure your white label fund is tradeable. Save time and money with our Commission Management services

    Setting up distribution agreements with key banks and platforms is time-consuming and costly. Our Distribution Network Services team provides fast and uncomplicated access to about 60 affiliated distribution partners (banks and platforms) in seven different countries. Through multipliers, our network encompasses more than 1,100 distribution partners. We are steadily expanding this network and are happy to consider the onboarding of further distribution partners.

    What is in it for you? You would benefit from our experience and could also enjoy lower distribution costs and a reduced risk of double payments.

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    Distribution agreements:

    • Negotiation, review and execution of distribution contracts and global agreements
    • Coordination of processes between custodians, distribution partners and you, our fund partner
    • Distribution partner receives up-to-date clearing, settlement and depositary data, order information and fund master data
    • Provision of fund documents (through our established partner FE fundinfo GmbH)
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    Commission calculation:

    • Individual solutions for the settlement of sales follow-ups

    • Drafting and distributing of trailer fee credits and payments to distribution partners

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    Distribution reporting:

    • To support your distribution, we provide a quarterly review of sales partners, their depositories and their respective trading volumes in your white label funds

    • In cooperation with our software partner rosicon GmbH, we provide you with a comprehensive and detailed overview of your portfolio data and settlement processes using the intuitive web tool fundmate.holdings

    Access to global distribution for your white label funds through our International Fund Registration Services

    We are happy to support you with the global distribution license for your white label funds as well as to coordinate the approval process for public distribution in your target countries. We can ensure a swift market entry through our wide network of established partners.
     
    In line with regulatory requirements, we also coordinate the supply of KIIDs and other fund documents in the language of your fund’s distribution countries. Our team of tax specialists is moreover on hand for any questions you might have regarding local taxation laws.

    The best way to set up your international fund distribution: The Universal-Investment Distribution Hub

    To successfully distribute your funds internationally a good grasp of the cultural and regulatory environment is crucial.

    Supported by our renowned partners, we are perfectly equipped to provide advice on the ideal global distribution models for you and your white label funds.

    We are looking forward to discussing how we can support you regarding your commission management or international fund licensing.

    Your personal contacts
    Marcus Kuntz is Head of Distribution for Private Label Funds at Universal-Investment. Mr Kuntz and his team advise asset managers and fund initiators on fund services, including on the fund's launch, front-office services, fund marketing and fund distribution.

    New clients:

    Marcus Kuntz

    Head of Asset Manager Solutions

    Universal-investment_mail_box
    +49 69 71043 190
    Andreas Gessinger and his team support asset mangers and fund initiators using the Universal-Investment platform in all aspects of the group's fund services

    Existing clients:

    Andreas Gessinger

    Head of Relationship Management Fund Initiators

    Universal-investment_mail_box
    +49 69 71043 552
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