Quick start for FVC Structured Edge research service and registration
- ● Comprehensive view of structured product market in a single dedicated research platform
- ● Objective and meaningful quantitative framework with proven track record
- ● The best tool for advisers to select product for clients and satisfy regulatory requirements
- ● Easy to use and always up to date
The Structured Edge research service is available to use free of charge by financial advisers and other professionals who wish to analyse Offshore market structured products. Detailed research reports for many individual products per year are published on this service. The original service (started in the UK) has been used there by thousands of financial advisers over many years with a total of over 4500 products covered. The purpose of this service is to allow financial advisers to easily research the structured product market by accessing authoritative and consistent analysis on structured products.
The best place to start is the product listing and filter page which can be found here. This shows all the products that have been analysed by FVC and that are currently open for investment.
There is a comprehensive filter which allows users to select products by various criteria such as capital types, investment aims, vehicles, maturity length, product types, providers and issuers.
Research report and methodology
Having selected one or more products you can then click into each report. This shows a summary of the product's terms and details, including key dates, investment terms, underlying asset and issuing counterparty. There is also information from the product provider including the product literature.
This is followed by the six figures which make up the quantitative part of the report. Each report is analysed under the same methodology and there is information at the foot of each report explaining what each figure means. There is more information about our methodology in the help section.
The research service provides tools to aid with product selection and to evidence proper processes. One important feature of the site is the ability to generate a product selection record.
Every time you run a filter (with at least one selection made) the system keeps track of the choices made and on the next screen allows easy logging of why they were made on behalf of the client.
A selection record is then instantly generated on your account and stored permanently for you to to help satisfy your compliance requirements.
Guides and Help
The research service is supplemented with a host of valuable material. This includes a series of comprehensive guides that can be found on the website here. As a reference please visit our documentation page for some important documents such as the scope of the service, research methodology and a due diligence pack for adviser firms needing detailed information about FVC.
Registration for the service
Registration is simple and the service is free to access. Please click the button to visit the registration page