Fund Facts
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.
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
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
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.
Electronic Document Delivery
POS Fund Facts 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.
Contact us today to learn more on the benefits of Fundata’s Fund Facts.
Suited for Companies that Offer
Repository
Advisors
Investors
Brokers and Dealers
Resellers and Redistributor
Development
Fund Managers
Fund Companies