Funds-Axis Limited

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UCITS Investment Compliance
We offer out-of-the box coverage of the UCITS rules as well as other regulatory rules (Non-UCITS rules, US 1940 Act, Canadian Mutual fund rules etc). For UCITS, this includes: Comprehensive derivatives functionality Liquidity monitoring Multi-jurisdiction coverage Coverage of repos. stock lending etc Full documentation and analysis...
AIFMD Annex IV Reporting
Our solution for AIFMD Annex IV Reporting is market leading and comprehensive. We support hundreds of AIFs annually, including complex derivative funds, infrastructure, real estate and private equity funds. It enables organisations to rapidly comply with the AIFMD requirements in respect of leverage, liquidity monitoring, risk management...
Shareholder Disclosures
Our Shareholder Disclosures solution provides automated monitoring of global shareholder disclosure rules across 80+ countries on a single platform. This includes the monitoring of: Major Shareholdings Takeover Disclosures Short Selling Foreign Investment Rules Sensitive Sector Rules   Key Features: ...
1940 Act Compliance
Funds-Axis provides fully automated investment compliance for 1940 Act funds, with no fuss. This is kept fully up-to-date including for SEC proposals on Asset Segregation and Liquidity Monitoring. Our solution is simple, quick and low cost: Installed or Web-based (SAAS, secure FTP) – no internal technology requirements Just upload...
13F Reporting
Our 13F solution takes the complexities of 13F Reporting and makes it a fully automated, quick, simple and transparent process. It is available as a stand-alone service or as part of a comprehensive suite of regulatory reporting solutions.   About US SEC Form 13F Institutional investment managers who hold at least $100 million in...