Allows members to optimize time and resources when negotiating deal and through the life of the transaction.
Re-enforce data security and confidentiality of transactions.
Reduces operational risk through standardization of workflows based on best market practices.
Simplifies communication between participants to a transaction. Investors have direct to access to borrowers .
Improves regulatory compliance of the operational processes.
A unique place to look for deal’s information, available at hand. Transaction monitoring is facilitated.
Develops customized solutions to meet specific client needs and facilitate process integration into current client’s processes and procedures.
PREF-X ambition is to support continuous improvement of the interfaces and services offered to members, relying upon its own expertise and on users’ feedback.
Access to the platform is only granted to participants authorized by the borrower and/or the arranger. Confidential documents do no longer circulate by email.
Tracking of working documents’ versions is simplified. The recurring information gathering process and the monitoring of the borrowing are streamlined. Investors have timely direct access to information provided by the issuers.
Regulatory compliance is accommodated. Audit trails are available (tracking of document access and modifications). Sharing of KYC information is facilitated. Logs are available at hand.