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About Broadridge

Financial Statement and MRFP Delivery Solution

Simplify regulatory reporting to your investors with Smart Disclosure

Service for Investment Fund Managers developed to satisfy requirements of NI 81-106 requiring Investment Fund Managers to collect delivery preferences and send Financial Statements and MRFPs to all registered and beneficial investors unless they have opted out of receiving the printed materials.

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

Smart Disclosure is a data-driven solution for printing and mailing delivery preference notices, gathering and processing investor preferences, document package production and mailing of consolidated individualized investor packages.

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NI 81-106 and 54-101 Compliant
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Annual or Standing Delivery Instructions Collection
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Documents Consolidated by Account
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Improved Investor Satisfaction
How We Can Help

Distribute communications efficiently

Images printed last year.
Personal financial documents and securityholder communications mailed last year.
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