ASSET OWNERS
Asset Owners can collect costs and charges data from their underlying asset managers using ClearGlass
We also report MiFID II numbers.
ASSET OWNERS
ASSET OWNERS PAY £200 for every MANDATE requested FROM their underlying asset managers.
- For example, if a trust is invested in six pooled funds and three segregated funds with three managers they would pay 6*200+ 3*200, which would equal £1800.
- Pricing may vary for certain fund types.
ADVISORY
Advisors can collect costs and charges data on behalf of their clients.
- Advisors must have the necessary approval from their clients, and pricing is the same as for their clients.
- ClearGlass can build an aggregated view for advisors to allow them to visualise data for all of their clients.
ASSET MANAGERS
FREE
Get assistance to complete and submit cost data for all your clients.
- Asset Managers receive invites from their clients to sign-up to ClearGlass and then to submit cost and charges data.
- All extant and historic requests are visible and can be managed from the Asset Manager Dashboard on the platform.
FIDUCIARY
Fiduciary Managers can collect costs from their underlying asset managers and also add their own costs and report THEM to their clients.
- ClearGlass offers a digital dashboard where the client is able to see the cost of their fiduciary manager, as well as look through their underlying asset managers’ products.