We are pleased to announce that our platform was officially endorsed by the Private Wealth Management Association (PWMA) for its Product Due Diligence Utility (PDDU)!

Being the only Fixed Income solution endorsed, the platform is aimed at helping PWMA members comply with Hong Kong Securities & Futures Commission (HKSFC) Regulatory Guidance, pertaining to product due diligence, specifically pre-trade disclosures relating to unsolicited and execution-only trades of complex products.

The tool provides easy access to standardized product data, prospectuses and dynamic risk disclosure reports, facilitating product due diligence, risk rating and the sales procedures for financial institutions.

To further understand the importance of determining complex products and our partnership with PWMA, please take a look here.

To subscribe or if you have any questions regarding the PDDU, please reach out to Neha at neha@bondlinc.com.