Client Onboarding with FundDesigner

A German full service asset manager / fund admnistrator is now using FundDesigner for client onboarding. In cooperation with the KYC team, client support classifies investors according to German regulations WPHG and KAGB, including the creation of required documents (e. g. classification sheet, form for semi-professional investors, etc). The subsequent advisory process is based on the investor classifications and determines suitable investment products for the investor.