We offer distribution solutions for investment managers, distributors and corporate financiers, who want to market and distribute their investment vehicles to professional investors in the European Economic Area (EEA).  This service is called PrimePort. 

New regulations limit access to non-EEA regulated managers and distributors. Through C&S’s MiFID passport, our clients can legitimately access EEA-based professional investors. Access to the UK and Switzerland can be provided on request via our partners Privium Fund Management and Accuro. PrimePort’s offers signficant benefits and synergies and lower financial cost.

With continuous due diligence, PrimePort provides oversight over the distribution activities. PrimePort will make sure that all marketing communications adhere to existing legal and regulatory requirements, including MIFID II, UCITS and AIFMD. We will support the client to perform its compliance function with regards to its European distribution activities.  

Marketing materials need to satisfy the requirements of the Cross-Border Distribution of Funds Directive (EU) 2019/1160 and Regulation (EU) 2019/1156. 

The investor relations managers work with both internally and externally developed compliance distribution software. We provide initial and ongoing training and regular education for the investor relations manager(-s) and guidance on relevant regulatory updates. 

The benefits of using our regulatory hosting platform include: 

• Less costly than obtaining and maintaining your own regulatory license.
• No requirements  for regulatory capital and fully audited accounts 
• Turnkey solution: Up and running in a few months, as opposed to waiting for authorisation 
• Regulatory compliance 
• Client can focus on the financial markets and capital raising