Outsource Your Factsheets | Advicement

Trust Your Report Production To Us

Some of SA's biggest brands rely on us to save them time and money every month.

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1500+

# Factsheets Created

in 2019

75+

# Templates Created

in 2019
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Complex Data Clearly Conveyed

Creating engaging documents is our forte. We can integrate with external data sources such as MorningStar. Documents are delivered through FTP/SFTP.

Investment Factsheets

Potential investors study this for insights into your fund. It typically contains the investment objective, top holdings, past performance and other important information.

Minimum Disclosure Documents

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.

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Key Investor Information Documents

A Key Investor Information Document (KIID) is a regulatory document about an investment. It contains important information regarding the objective and its risks.

General Investment Statements

A General Investment Statement is a quarterly document which describes the latest fees as well as the changes in the investment holdings.

How Long Until I am Automated?

Contact us today and you’ll be experiencing hassle-free factsheet creation in roughly 20 business days.

Initial Contact

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
0 Days

Decision

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
+- 10 Business Days

Implementation

During this phase we implement all your documents using our technology and set up the file delivery of your choice.

4th Week
+- 20 Business Days

Document Creation

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
1-2 Business Days

Pricing

The prices below give you an indication and may change depending on your requirements.

  • Basic
  • Ideal for businesses that require between 10-20 documents.
  • $125 / document
  • Custom Design and Branding
  • Bespoke Calculations
  • File Delivery Mechanism
  • Email Support
  • Standard
  • Best suited for financial firms that require between 20-50 documents.
  • $100 / document
  • Custom Design and Branding
  • Bespoke Calculation
  • Existing System Integration
  • File Delivery Mechanism
  • Email Support
  • 3-8 Free Monthly Support Hours
  • High Volume
  • For companies requiring 50+ documents.
  • Pricing Upon Request
  • Custom Design and Branding
  • Bespoke Calculation
  • Existing System Integration
  • File Delivery Mechanism
  • Email Support
  • 8+ Free Monthly Support Hours

Need Changes?
No Problem.

We offer email support, in case you need to make changes to your document templates.

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Factsheets

Email Support

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

Contact Us

Get in touch. We would love to hear from you to see if we can assist your business.

Advicement Investment Services (Pty) Ltd
Suite 10, First Floor
1 Melrose Boulevard
Melrose Arch
Johannesburg, South Africa

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"Never send a human to do a machine's job." - Agent Smith, The Matrix