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DOC360
A new way to manage your fund prospectus
The drafting and maintenance of the fund prospectus tends to be cumbersome and time consuming. With various internal and external actors involved, ensuring a clear process is key. Deloitte’s new prospectus management service allows for a workflow driven and automated approach, reducing administration time by up to 30% and providing transparent audit trails along the way.
DOC360 is a centralized document management service, accessible from anywhere via web browser. Its use in the context of the prospectus drafting and management can be summarized with 4 key points:
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EFFICIENCYIncreased efficiency – Through the workflow driven approach, stakeholders will be alerted when their input is required to draft, review or validate specific parts. Furthermore, wordings can be reused throughout the prospectus and even for prospectuses of other funds. The separation of the prospectus into content and format allows for efficient updates without the time-consuming reformatting. |
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RISKReduced risk – The in-built alerts make sure that all tasks are performed on time based on your project timeline. Any changes are flagged, thus the risk of accidental amendments is significantly reduced. The administration of read/write rights makes sure only authorized parties can change/review/validate. |
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COMPLIANCEIncreased compliance – The use of linked information within the prospectus ensures that regulatory changes are performed consistently throughout the document. Furthermore, alerts can be implemented to ensure changes are made when required by the regulator. The track changes functionality provides transparency, also for regulators. |
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TIME TO MARKETReduced time to market – A defined workflow and project timeline ensures an organized process from start to finish. Through the triggering of potential other projects such as fund distribution or changes to KI(I)Ds with specific updates, valuable time is saved. The audit trail gives transparency around when which steps were performed, thus allowing for the elimination of bottlenecks. Through the separation of content and format, no time-consuming reformatting is required. |
In a nutshell
"A centralized document management service"
One authoritative document
Allows parties to work simultaneously on a single document avoiding multiple conflicting versions
Chef d’Orchestre
Optimizes workflows, updates and onboarding processes to save time. Maintains version control of prospectuses
Optimized workflow
Tasks are defined to ensure accountability and optimize workflow. The workflow ensures automation and that all tasks are completed before the next stage of the process, four eyes principle enabled
Clear allocation of roles and access rights
Individual/group roles
are defined to establish responsibility and trust. Users are given editing/approval/rejection rights and alerted when their input is needed
Reusable content
Reuse specific content to maintain consistency and save time
Track changes & comparison tool
Track all changes. Exhaustive comparison between any version of prospectuses. Ensures a full audit trail
"Allows various groups of users to work simultaneously to ultimately deliver high quality and consistent prospectuses as efficiently as possible"
Document library storage
Store and archive prospectuses in one library
Multi-format compatibility
Ability to import/export files such as DOC, PDF and XML
Style sheet and branding
Advanced style sheet creation to facilitate high resolution prospectuses and maintain a consistent brand image
Translation
Multiple translation functionality. Save costs and translate changed content only
Dynamic data flow
Extract data and feed from/into other documents
RegWatch and hotline
Up-to-date regulatory watch system that sends alerts if changes affect your prospectuses. Dedicated regulatory hotline to handle specific issues
Our digital platform enables you to maintain structure and formatting, steer optimal workflows, sustain consistency across all prospectuses and track progress of tasks. Regulatory alerts are sent to you to ensure you stay ahead of an ever-evolving regulatory environment and our regulatory hotline is available for any specific queries.
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