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How we help

Structured Products

Lifecycle & services

1. Onboarding setup

Advisory services for ISDA/base prospectus creation; related document automation and templating; due diligence onboarding and management of distributor questionnaires

2. Pre-trade

Tailored educational content, including tutorials, videos and quizzes; workflow automation for streamlining the approval process; suitability and target market; efficient product selection

3. Execution

RFQ integration with several issuers; state-of-the-art document automation and template setup and maintenance services; industry-standard KID templates

4. Settlement

Reconciliation of trade data across different sources; EDGAR/SEDAR filings, document storage

5. Publication

Web portals with live price feeds; integration with data vendors and exchanges; comprehensive U.S. and European structured products reference database

6. Secondary market

Continuously updated PRIIP KID SRI and performance scenarios; documentation; data feeds into all downstream systems

7. Lifecycle management

EDGAR filings in 2023
KIDs created in 2023
0 m
client interfaces
Quote Marks/Red

Speak to one of our experts to learn how we can help you take your business to the next level.

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