The increased presence of intermediaries and shift to omnibus accounting in our industry has heightened the need for additional oversight and increased transparency. This focus is growing not only with Funds and their CCO's but also with Fund Boards and regulatory agencies. Boston Financial offers a suite of solutions to support and manage these third party distribution channels, including payment validation, relationship management, due diligence reviews, and oversight.
Financial Intermediary Oversight
Read Detailed Findings from Boston Financial's 2016 Financial Intermediary Administration Survey