Fund actions and fund events
- 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.