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
Fully Managed Production Workflows
Choose between a hand-free operating model or a strengthened sign-off process.
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
Upfront automated checks are supplemented by corrective actions driven by our operational and compliance experts.
Our technology can connect to third-party systems and digest various data source files.
Performance & Scalability
Our technology is modular and expandable, adapting easily to the growth of your business.
Beautiful and Flexible Design
Get access to a broad catalogue of visual components and customize your factsheets.
Deloitte's Fund Factsheet Services
Basel III, CRR, Solva, VAG, GroMiKV, Solvency II, SCR
Turn regulatory compliance into a success story