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Unit linked platform

Home > What we do > Portfolio & Assets Insurers services > Unit linked platform
Topics:  Tag CACEIS Institutionals Tag CACEIS Fund Distribution Tag CACEIS Trade Management
  • OVERVIEW

  • Unit linked platform

  • Solvency II

  • Pledge management

  • TEEPI - The Funds Networks

A full service package to simplify your workflow processes

Simplify your workflow processes and centralise your Subscription/Redemption orders for Unit-Linked products on CACEIS’s platform.

Take advantage of our full-service package to centralise, execute, obtain execution data and receive trailer fees thanks to our partnership with a leading European fund distribution platform.

«We simplify workflow processes while reducing the costs of doing business»

Laurent Majchrzak - Group Product Manager

Product details:

  • Trade capture

    This service covers the trade capture at one single entry point through different modes : Swift, proprietary file, web console or file upload.

    Select
  • Centralisation and order transmission to custodian

    Centralise your orders and monitor their correct execution : Routing of orders to the depositary, centralizing agent or registrar and transfer agent.

    Select
  • Trailer fees management

    Get trailer fees for your unit link assets with our partner leader of fund distribution. Access to a broad scope of asset managers while maintaining the most favourable agreements with only one contract, cancel your fixed costs with complete outsourcing of the workload. Full transparency and detailed reporting.

    Select
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Credit Agricole Group

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