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
The Document Library offers electronic rendering of Canadian investment
fund regulatory documents, updated daily.
The Library contains:
- 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.
- Brokers and Dealers
- Resellers and Redistributor
- Fund Managers
- Fund Companies