|
|
|
Fund Document Library:
Fundata has developed the latest industry compliance solution to help investment
brokerage dealers, back-office developers and financial advisors meet new regulatory
requirements in the delivery of Point-Of-Sale Fund Facts documents to investors.
Fundata has aggregated Fund Facts documents for Mutual and Segregated funds, either
directly from fund manufacturers or SEDAR into our central repository - ready for
distribution.
The Document Library offers electronic rendering of Canadian investment
fund regulatory documents, updated daily.
The Library contains:
- Prospectuses
- POS Fund Fact Sheets
- Management Report on Fund Performance (MRFP) documents (available soon)
Accessible through an application programming interface (API), the Document Library
can be white-labelled to suit individual client brands and logos.
Fundata's Document Library is:
- Accurate, comprehensive, and timely
- Compliant with regulatory requirements
- Hosted to reduce client IT requirements
- Updated daily - on a “as filed” basis
 POS Fund Fact Sheets:
Fundata has the critical information, essential expertise, and decades of experience
in producing reliable and current Point-of-Sale compliance documents. Having worked
with both large and small Mutual and Segregated Fund companies, Fundata is an industry
leader in the production of branded and customized POS Fund Facts.
Suited for:
Repository
- Advisors
- Investors
- Brokers and Dealers
- Resellers and Redistributor
Development
- Fund Managers
- Fund Companies
|
|