JUMP Club U' June 2020

The JUMP team continues to enhance its software suite to help investment management companies comply with regulatory requirements and refocus on the core of their activities: the investment management.    

The latest edition of JUMP Club U' was held virtually, in light of the current Covid-19 situation, on June 26, 2020, bringing together twelve companies that use the JUMP Technology software suite.    

This summer edition of JUMP Club U' focused on a regulatory topic of current interest to our clients that are Investment Management Companies, namely SPOT (*) inspections within France’s Financial Markets Regulator, the AMF (Autorité des Marchés Financiers), and more particularly on the subject of compliance with the new MiFID 2 provisions regarding portfolio management for third parties (" discretionary portfolio management").

During this JUMP Club U', we were able to demonstrate how our Front-to-Back solution makes it possible to simplify compliance with SPOT regulatory requirements: client questionnaire compliance, periodic disclosures to the client, transparent and exhaustive communication of ex-ante and ex-post fees, alerts in the event of a fall in portfolio value of more than 10%, information on the potential collection of of management rebates, etc.

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