{"id":1447,"date":"2020-08-26T15:37:54","date_gmt":"2020-08-26T07:37:54","guid":{"rendered":"http:\/\/project-pwma-uat.ltworkshop.com\/?page_id=1447"},"modified":"2021-04-09T10:55:47","modified_gmt":"2021-04-09T02:55:47","slug":"product-due-diligence-utility","status":"publish","type":"page","link":"https:\/\/www.pwma.org.hk\/en\/membership\/pwm-tools\/product-due-diligence-utility\/","title":{"rendered":"Product Due Diligence Utility"},"content":{"rendered":"\n<div class=\"is-layout-flow wp-block-group\"><div class=\"wp-block-group__inner-container\">\n<div class=\"is-layout-flex wp-container-4 wp-block-columns\">\n<div class=\"is-layout-flow wp-block-column\">\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.pwma.org.hk\/wp-content\/uploads\/2020\/11\/FEfundinfo_logo_Colour_RGB.jpg\" alt=\"\" class=\"wp-image-3629\" width=\"243\" height=\"70\"\/><\/figure><\/div>\n<\/div>\n\n\n\n<div class=\"is-layout-flow wp-block-column\">\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.pwma.org.hk\/wp-content\/uploads\/2020\/11\/PWMA_logo_4C-Blue-color-2.jpg\" alt=\"\" class=\"wp-image-3483\" width=\"246\" height=\"132\"\/><\/figure><\/div>\n<\/div>\n\n\n\n<div class=\"is-layout-flow wp-block-column\">\n<div class=\"wp-block-image\"><figure class=\"alignleft size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.pwma.org.hk\/wp-content\/uploads\/2020\/11\/Bondlinc-logo-4.png\" alt=\"\" class=\"wp-image-3615\" width=\"148\" height=\"147\"\/><\/figure><\/div>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<h3>This PWMA-endorsed utility provides easy access to standardized product data and documentation of the funds and bonds provided by private wealth management practitioners.&nbsp; Its up-to-date information helps facilitate product due diligence and risk rating procedures by financial institutions.<br><br><\/h3>\n\n\n\n<h2><strong>Company Information and Key Products &amp; Services<\/strong><\/h2>\n\n\n\n<div class=\"is-layout-flex wp-container-8 wp-block-columns\">\n<div class=\"is-layout-flow wp-block-column\">\n<p><strong><a href=\"https:\/\/www.fefundinfo.com\/en-gb\/\" target=\"_blank\" rel=\"noreferrer noopener\">FE fundinfo<\/a><\/strong><\/p>\n\n\n\n<p>FE fundinfo is the leading platform for fund information and mandatory publications in the fund business.&nbsp; They operate according to the principle that sustainably promising fund investments can only be made by well informed fund investors.<\/p>\n\n\n\n<p>Click <a href=\"https:\/\/www.pwma.org.hk\/files\/fefundinfo_pwma\/\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a> for more information on Products &amp; Services.<\/p>\n<\/div>\n\n\n\n<div class=\"is-layout-flow wp-block-column\">\n<p><strong><a href=\"https:\/\/www.bondlinc.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Bondlinc<\/a><\/strong><\/p>\n\n\n\n<p>Bondlinc is a Wealth Management solutions provider that is certified by the Singapore Fintech Association and has attained several industry accolades including the Best Regulatory Reporting Solution by the Asian Private Banker.<\/p>\n\n\n\n<p>Its platform focuses on helping Financial Institutions fulfil their evolving regulatory obligations and improve their bond sales &amp; trading efficiency by empowering its users with data-driven insights.&nbsp;<\/p>\n\n\n\n<p>Click <a href=\"https:\/\/www.pwma.org.hk\/files\/bondlinc-pwma-info-sheet\/\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a> for more information on Products &amp; Services.<\/p>\n<\/div>\n<\/div>\n\n\n\n<h2>Key Contacts for Subscription<\/h2>\n\n\n\n<div class=\"is-layout-flex wp-container-12 wp-block-columns\">\n<div class=\"is-layout-flow wp-block-column is-vertically-aligned-top\">\n<div class=\"is-layout-flow wp-block-group\"><div class=\"wp-block-group__inner-container\">\n<p><strong>Jeff Floro<\/strong>  <img decoding=\"async\" loading=\"lazy\" width=\"1920\" height=\"962\" class=\"wp-image-3505\" style=\"width: 45px; height:auto;\" src=\"https:\/\/www.pwma.org.hk\/wp-content\/uploads\/2020\/11\/FEfundinfo_logo_Colour_RGB-2.png\" alt=\"\"><br>Head of Asia Sales<br>21\/F, Central 88<br>No. 88-98 Des Voeux Road<br>Central, Hong Kong<br>Tel. +852 2618 1639<br>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 +852 9442 2331<br><a href=\"mailto:Jeff.floro@fundinfo.com\"><a href=\"mailto:jeff.floro@fefundinfo.com\">jeff.floro@fefundinfo.com<\/a><\/a><\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"is-layout-flow wp-block-column is-vertically-aligned-top\">\n<p><strong>Neha Ladha<\/strong> <img decoding=\"async\" loading=\"lazy\" width=\"160\" height=\"145\" class=\"wp-image-3507\" style=\"width: 35px; height:auto;\" src=\"https:\/\/www.pwma.org.hk\/wp-content\/uploads\/2020\/11\/Bondlinc-logo-3.png\" alt=\"\"><br>Vice President, Business Development<br>Room 1104, Crawford House,<br>70 Queen&#8217;s Road Central,<br>Central, Hong Kong<br><br>14 Robinson Road, Floor 8, Unit 1A<br>Singapore, 048545<br>Tel. +65 9893 2955<br><a href=\"mailto:neha@bondlinc.com\">neha@bondlinc.com<\/a><\/p>\n<\/div>\n<\/div>\n\n\n\n<h2><sup><u><a href=\"https:\/\/www.pwma.org.hk\/en\/membership\/pwm-tools\/links-to-system-platforms\/\" target=\"_blank\" rel=\"noreferrer noopener\">Links to System Platforms<\/a><\/u><\/sup><\/h2>\n\n\n\n<figure class=\"is-layout-flex wp-block-gallery-13 wp-block-gallery columns-0 is-cropped\"><ul class=\"blocks-gallery-grid\"><\/ul><\/figure>\n\n\n\n<p><br><br><br><br><br><br><sub>Disclaimer<\/sub><\/p>\n\n\n\n\n\n<h3><sup>(i)The services are to be provided directly by the Vendors and that PWMA is not to be held responsible for such services and any issues arising from such services, and that <br>(ii)the members should not be relying on PWMA\u2019s information\/comments when deciding whether to acquire the services of the Vendors<\/sup><\/h3>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This PWMA-endorsed utility provides easy access to standardized product data and documentation of the funds and bonds provided by private wealth management practitioners.&nbsp; Its up-to-date information helps facilitate product due diligence and risk rating procedures by financial institutions. Company Information and Key Products &amp; Services FE fundinfo FE fundinfo is the leading platform for fund [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":99,"menu_order":10,"comment_status":"closed","ping_status":"closed","template":"","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false},"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.pwma.org.hk\/en\/wp-json\/wp\/v2\/pages\/1447"}],"collection":[{"href":"https:\/\/www.pwma.org.hk\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.pwma.org.hk\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.pwma.org.hk\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.pwma.org.hk\/en\/wp-json\/wp\/v2\/comments?post=1447"}],"version-history":[{"count":97,"href":"https:\/\/www.pwma.org.hk\/en\/wp-json\/wp\/v2\/pages\/1447\/revisions"}],"predecessor-version":[{"id":3916,"href":"https:\/\/www.pwma.org.hk\/en\/wp-json\/wp\/v2\/pages\/1447\/revisions\/3916"}],"up":[{"embeddable":true,"href":"https:\/\/www.pwma.org.hk\/en\/wp-json\/wp\/v2\/pages\/99"}],"wp:attachment":[{"href":"https:\/\/www.pwma.org.hk\/en\/wp-json\/wp\/v2\/media?parent=1447"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}