Best Practice

The Findel Group is dedicated to offering industry guidance to promote best practices.  The  following documents have been produced to provide clear guidance framework that our members can adopt within their own operational procedures.​

Distributor Advisory Group

The Distributor Advisory Group (“DAG”) consists of a sub-set of Findel members and selected Distributors, with a primarily goal  to improve levels of service and remove common pain points between Asset Managers, Distributors, and Platforms for the benefit of our underlying investors. 


The objective of the AML W Group is to provide a specialist group covering the field of AML and related subjects covering cross border funds.


An informal sub group comprises of Findel member firms looking at DATA & Regulatory Reporting obligations.

The Findel Group is formed of asset managers focused on identifying common opportunities to enhance operational efficiency in cross-border distribution.