Ilustración sección

Overdracht van beleggingsfondsen en pensioenregelingen

Banken en fondsbeheerders beschikken al over digitale processen om beleggingsportefeuilles van een externe entiteit over te dragen naar hun eigen portefeuilles. Het verkrijgen van de ISIN-codes, in het geval van fondsportefeuilles, en de DGS-codes, in het geval van pensioenregelingen, is echter een stap die niet geautomatiseerd is, omdat het de verantwoordelijkheid van de klant is om deze codes te lokaliseren, om ze naar zijn manager te sturen en dat hij, of de backoffice van de bank, ze in een andere tool binnendringt om de overdracht te voltooien. Niet-overgedragen portefeuilles betekenen verloren zaken voor de bank.

De Wealth Reader API verkrijgt synchroon en nauwkeurig de ISIN- en DGS-codes van elke entiteit.

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