What you need to know about the French market
Documents, references and compliance tools
Access all necessary resources for your due diligence and to better understand our Third Party Marketing approach.
Downloadable Documents
All essential documentation in one place
Alforis Capabilities Deck
Complete presentation of our services, expertise and European distribution approach.
TPM One-Pager
Summary of our Third Party Marketing model, our markets and our typical engagement process.
Monthly Reporting Template
Standard format of our activity reports: KPIs, meetings, pipeline and market feedback.
RFI/RFP Checklist
Complete questionnaire to facilitate your due diligence and assess our alignment with your needs.
Vendor Pack (KYC + Certifications)
Complete administrative file: company information, insurance certificates, professional membership, compliance.
Compliance Sheet
Details on our compliance with professional codes and regulatory standards in our markets.
All documents are regularly updated. For the latest version or specific information, contact us directly.
TPM FAQ
Answers to the most frequently asked questions
A Third Party Marketing (TPM) mandate is a distribution agreement whereby Alforis represents your asset management company in specific markets (France, Luxembourg, Belgium, Monaco). We act as an extension of your team, opening doors with local distributors and institutional investors, while you maintain full control over investment decisions and client relationships.
Our model combines a monthly retainer (covering operational costs: travel, marketing, infrastructure) and a success fee on raised assets and/or won mandates. The retainer comes with a minimum commitment of 12 months. Success fee details are tailored to your business model and discussed transparently during initial negotiations.
Institutional distribution is a marathon, not a sprint. First qualified meetings: 1-2 months. First due diligence processes: 3-6 months. First mandates/listings: 6-12 months. Significant traction: 18-24 months. These timelines vary depending on your product complexity, track record and market receptivity.
Essential: Factsheets, KIID/KID, fund presentations, track record reports, investment team biographies. Recommended: Case studies, due diligence questionnaire responses, SFDR/ESG documentation. We help adapt these materials for local markets (translation, regulatory compliance, cultural nuances), but we need solid base materials to start.
Have more questions?
Press & Publications
Our media presence and thought leadership
In the press
Quoniam bolsters European presence with Dufolio and Alforis partnership
The TRADE covers the partnership between Quoniam, Dufolio and Alforis to strengthen Quoniam's institutional presence in Europe.
Quoniam s'associe à des TPM pour se développer en France, à Monaco et au Luxembourg
L'Agefi's Adrien Paredes-Vanheule covers the partnership between Quoniam and TPMs Alforis and Dufolio to grow across three markets.
Dufolio et Alforis s'associent à Quoniam pour renforcer sa couverture auprès des investisseurs institutionnels
Zoom Invest covers the alliance between Dufolio, Alforis and Quoniam to strengthen institutional coverage in France, Monaco and Luxembourg.
Market reads
The fund buyers making their mark in the Benelux region
Profiles of the fund selectors shaping distribution across Belgium, the Netherlands and Luxembourg.
Preparing for SFDR 2.0: A practical roadmap for fund managers
EY Luxembourg's practical roadmap to help fund managers prepare for the SFDR 2.0 reform.
Need additional information?
Michel Marques answers all your questions personally
Stay informed on professional news
Receive our market analyses, studies and advice for professionals.