Ultimus Fund Solutions, the U.S.-based fund servicing provider, has expanded its Ultimus Distribution Advantage (UDA) program to include platform information for ETFs. Ultimus is introducing the addition of intermediary fee structures and requirements for ETFs by incorporating the details to the intermediary pricing pages already established for ‘40 Act funds on the UDA website. The new additions to the UDA program include details on ETF intermediary pricing such as on-boarding fees, basis point arrangements, and data packaging requirements. It also includes fund requirements like AuM, volume, demand, and track record data.
