• Fund actions and fund events
  • Communications
    • Drafting of all client communications including covering letter, Circular and voting forms.
    • Managing and coordination of third party print, mailing, voting companies and other suppliers.
    • Checking and auditing all mailing data to ensure smooth communications.
    • Managing voting process.
    • Internal communications
    • Daily analysis of voting numbers during merger mailing period.
    • Review of changes to Key Investor Information Documents, PRIIPs KIDs and other marketing literature.
    • Post fund action communications to market regarding fund closures and the results of voting.