Rulefinder Marketing Restrictions hits 50th jurisdiction milestone and enhances content

Rulefinder Marketing Restrictions (RMR) is a sophisticated service that provides detailed information on the restrictions applicable where an offshore financial institution (OFI) markets or sells a wide range of financial products and services on a cross-border basis. It also covers the provision of advice, research and pre-M&A advice cross-border on such financial products and services.

Launched in 2012, RMR has reached a key milestone in its coverage by publishing its 50th jurisdiction earlier this year. Its coverage is also to be extended to include 10 further jurisdictions during 2014, while the team is also extending the scope of the analysis to include marketing to retail clients and enhanced content dealing with the marketing and sale of funds and investment management services.

RMR (previously branded as Institutional Marketing) originally focused on marketing and selling to institutional clients. However, in response to client feedback, Derivative Services is now broadening the scope of the product across all the jurisdictions…

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Overview

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