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Factsheet Production and Distribution

Branded Fund Factsheets produced and distributed as PDFs or interactive web pages

Contact us

A factsheet is often the first place investors look to learn about your fund. Whether you want to deliver a traditional PDF or a dynamic digital experience, we make it easy and cost-effective to communicate value and leverage brand equity while staying compliant with distribution requirements.

Design, update and disseminate information about your fund

Create branded factsheets with essential, up-to-the-minute information for standard PDF distribution or interactive online engagement with our services and technology.

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Custom Templates
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Increased Speed To Market
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Web-Based Review and Approval
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Integrated Translation Processes
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PDF Distribution
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Dynamic Online Engagement
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Time-saving Technology

Technology plays a crucial role. Our online client portal allows users to upload data, review and approve documents and initiate change. This facility also enables documents to be archived for access in the future. The completed and approved fact sheet can be distributed via our online web portal in accordance with client specified delivery rules.

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Broadridge Fund Communication Solutions

Providing a global digital platform that supports data, documents and regulatory reporting needs.

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Global Funds

Simplify financial and regulatory reporting

Stay focused on your core business while meeting regulatory requirements with our expertise and data-driven solutions.
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