(for further details, click on the links to the left)
Technical and promotional fund materials: Key Investor Information Documents (KIIDs), Supplementary Information Documents (SIDs), Packaged Retail and Insurance-based Investment Products (PRIIPs) KIDs, factsheets, sales aids, brochures, full prospectuses, ISA/savings scheme Terms and Conditions, application forms.
Core marketing support: Marketing management, fund campaigns, takeovers, regulatory issues. Additional resource for short-term spikes in work such as projects, new launches, regulatory requirements, maternity cover / staff absences.
Fund actions and fund events: planning and delivery of conversions, mergers, rationalisations, launches, fund alterations, and wind-ups.
- Global funds registration services.
- Technical and promotional fund brochures, including compliance/sanity checks for existing materials.
- RFPs and RFIs.
- Investment trust product documentation, ongoing marketing campaigns and project management of launches, liquidations and rollovers.
- Internal and external communications.
- Print, production and mailing advice.