We provide a detailed and pragmatic analysis of your marketing materials and present recommendations on possible remediation based on local rules and best market practices.

We train your staff to be able to perform compliance review exercises. We map the relevant local rules applicable in your countries of distribution to the type of information disclosed in your funds factsheets and other marketing materials depending on the type of audience.

We provide you with regular email notification of changes in the relevant local rules and update of the Rule Book as and when necessary.

We assist you on ad-hoc and deliberate basis on your regulatory questions around marketing, investment and business compliance.

• Identify and analyze your factsheet requirements
• Assess compliance of your layout and required disclosures across multiple jurisdictions
• Deloitte can then design a rules compliant factsheet that meets both your requirements and those of the regulators

• Coordinate and perform project management
• Provide expert input for operating model with a focus on aligning design and decisions conductive to a long term managed service
• Implement the new production model and apply agreed changes to your organization
• Derive factsheet library business rules
• Set-up and mapping of data
• Establish production workflows and SLAs
  

• Draft functional specifications
• Coordinate development and User Acceptance Testing ("UAT") plans
• Provide day-to-day support
• Facilitate training and testing for UAT
• Review development over Q&A sessions
• Deploy production environment and manage parallel run

• Coordinate transition to "go-live" (assistance for parallel production runs)
• Provide a dedicated CRM to:
  • Assist you during the ongoing service execution
  • Submit and log requests for product enhancements