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Financial Statement and MRFP Delivery Solution

Simplify regulatory reporting to your investors

Handle consent mailings more easily and gather investor preferences efficiently with Smart Disclosure, a data-driven solution that consolidates documents into individualized investor packages. Gain the additional advantage of meeting the fulfillment requirements of National Instrument 81-106.

Give investors the information they want, the way they want it

Use Smart Disclosure for your Standing Instructions and Annual Consent mailings. Packages are assembled efficiently and accurately and customized to your investor's account.

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NI 81-106 and 54-101 Compliant
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Consent Collection
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Accurate Document Assembly
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Investor-Specific Documents
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Improved Investor Satisfaction
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Electronic Material Selection
How We Can Help

Distribute communications efficiently

>2.9B
Images printed last year.
>200M
Personal financial documents and securityholder communications mailed last year.
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