Deloitte Fund Factsheets Services

Solutions

Deloitte Fund Factsheets Services

Bring your funds to life

We have seen in the last few months that the traditional concept of factsheets, updated once a month and always containing the same type of information, is no longer future proof. While factsheets are still an important marketing tool, the new generation of investors is looking for something more agile and digital. Together with Kurtosys, a UK-based FinTech, specialised in digital experience platforms for financial services companies, we developed our Factsheet 2.0 service, which enhances the concept of a paper factsheet and transforms it into an online tool. It will enable you to offer a new experience of exploring your funds, as you will be able to customize content, format, and granularity of information on the fly.

Traditional and digital factsheets are both marketing communication tools and as such, financial regulators monitor them. The latter are paying more and more attention to marketing materials – with warning statements on detected breaches or even fines for non-compliance being issued. Ensuring published factsheets are in-line with local laws, regulations and best market practices is key for asset managers willing to secure their reputation within the marketplace. 

Deloitte has integrated factsheet compliance reviews with its production workflows ensuring that all your factsheets are compliant prior to their publication.

Our Fund Factsheets Solution

Tailored Production Workflows
Fully Managed Production Workflows

Choose between a hand-free operating model or a strengthened sign-off process.

Compliance
Compliance review & Templates Library Optimisation

We can review the compliance of your reference factsheets with the regulatory specifics of more than 35 distribution countries and optimise your library of factsheet templates based on the market best-practices.

Accuracy & Quality
Accuracy & Quality

Upfront automated checks are supplemented by corrective actions driven by our operational and compliance experts.

Data Integration
Data Integration

Our technology can connect to third-party systems and digest various data source files.

Performance & Scalability
Performance & Scalability

Our technology is modular and expandable, adapting easily to the growth of your business.

Beautiful and Flexible Design
Beautiful and Flexible Design

Get access to a broad catalogue of visual components and customize your factsheets.

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Deloitte's Fund Factsheet Services

Contacts

Lou Kiesch

Lou Kiesch

Partner | Regulatory Consulting Leader

Lou joined Deloitte in November 2001 as Director in the Risk Advisory department, where he currently heads up the Compliance and Regulatory Practice. Since June 2005, he is partner within Deloitte’s R... More

François-Kim Hugé

François-Kim Hugé

Partner | Fund Registration Services

François-Kim is a partner within the advisory & consulting department. He is currently in charge for running the Fund Registration Services, incl. the KIID Factory and AIFMD Notification Services. He ... More

Vincent Gouverneur

Vincent Gouverneur

Partner | EMEA Investment Management Leader

Vincent is a partner within the advisory and consulting department and also leads the clients and markets initiative as well as all services relating to the investment management industry in the Europ... More

Xavier Zaegel, FRM

Xavier Zaegel, FRM

Partner | Capital Markets/Financial Risk Leader

Xavier is a partner within the advisory and consulting department and is the head of the Capital Markets practice in Luxembourg. As a market and credit risk specialist, he has been leading various ass... More

Benjamin Lam

Benjamin Lam

Partner | Investment Management Leader

Benjamin is a partner within the audit department and has over 20 years of experience in the financial services and commercial industries. He leads Deloitte Luxembourg's private equity and real estate... More