05 Oct 2021 Open Protocol XML Template I Revised Oct 2021 2021 Template for OP Reporting including digital assets and ESG modules. Template
05 Oct 2021 Open Protocol Template I Revised Oct 2021 2021 Template for OP Reporting including digital assets and ESG modules. Template
log-in required 11 Dec 2020 ARP - DDQ for Broker Dealer Products ARP products can be accessed through broker-dealer products as well as managed funds. This DDQ provides a list of questions that institutional investors and asset managers should ask when conducting due diligence on broker-dealer ARP products. Template
log-in required 06 Nov 2019 Standardised Board Agenda A template board agenda and documentation pack for fund directors, managers and investors. Template