Some of SA's biggest brands rely on us to save them time and money every month.
Creating engaging documents is our forte. We integrate with external data sources and can deliver documents using various methods including 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.
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 UsGet in touch. We would love to hear from you to see if we can assist your business.
By using this website, you accept our Terms of Service. This website is run by Advicement Investment Services (Pty) Ltd, a private company registered in Republic of South Africa (Enterprise #: 2013/122231/07).
All rights reserved.
Or follow us on LinkedIn:
© 2018 - 2021 Advicement Investment Services (Pty) Ltd
"Never send a human to do a machine's job." - Agent Smith, The Matrix