Some of SA's biggest brands rely on us to save them time and money every month.
Creating engaging documents is our forte. We can integrate with external data sources such as MorningStar. Documents are delivered through FTP/SFTP.
Potential investors study this for insights into your fund. It typically contains the investment objective, top holdings, past performance and other important information.
A Minimum Disclosure Document (MDD) is an alternative name for a factsheet. It is a regulated document which shows existing and potential investors information about the investment.
A Key Investor Information Document (KIID) is a regulatory document about an investment. It contains important information regarding the objective and its risks.
A General Investment Statement is a quarterly document which describes the latest fees as well as the changes in the investment holdings.
Typically we do a proof of concept for our clients, so be ready to send us data and a template (if one is available).Today
A proof of concept takes about 10 business days. At this stage, you will need to make a decision. We will then provide a service level agreement with the discussed terms and deliverables.2nd Week
During this phase we implement all your documents using our technology and set up the file delivery of your choice.4th Week
Once the templates and process have been created, it typically takes one to two business days to create the documents and deliver them to our clients.Monthly
The prices below give you an indication and may change depending on your requirements.
We offer email support, in case you need to make changes to your document templates.
We don’t charge for small changes to your templates. For more significant alterations, we offer free email support hours every month – the number of free hours is dependent on how many documents we create for you.Contact Us
Get in touch. We would love to hear from you to see if we can assist your business.
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