Some of SA's biggest brands rely on us to save them time and money.
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.
Sign up today and you’ll be experiencing hassle-free factsheet creation in roughly 20 business days.
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.
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Typically we will send you product updates and articles that appear on the Advicement blog.
We’re ready to customise a PDF generating solution for your business. Reach out to us and let’s save you time and money today!
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