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Financial Services
Expert solutions for financial services for over five decades
Corporations
Streamline shareholder communications and management
- Corporate Treasury
- Increase efficiencies in managing cash and risk
- Non-Listed Issuer
- Enhanced shareholder engagement for alternative investments
Healthcare
Improve the member and patient experience across the wellness journey
Telecom
Attract, engage and retain customers by creating dynamic experiences
Utilities
Deliver exceptional experiences across communication channels
All Products
Transform your business with communications, technology, data and analytics solutions
search-all-product
- 15(c) Board Reporting
- - 22c-2 Compliance22c-2 Compliance
    - For Mutual Funds and ETF Providers
    - For Retirement Services Providers
- Advisor Compensation
- Advisor Desktop Solutions
- - Advisor Resource CenterAdvisor Resource Center
- Advisor Targeting
- - Advisor WebsitesAdvisor Websites
    - For Individual Advisor Solutions
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    - For Wealth Management Firms
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    - For Alternative Managers
    - For Fund Administrators and Prime Brokers
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    - For Wealth Management Firms
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- Document Composition and SEC Filing
- Dynamically Manage Complex Content
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    - For Institutional Investors
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- Fee Billing
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- Fully Paid Lending
- Fund Budgeting and Accruals
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- Global Tax Reclaim and State Tax Reporting
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- Investor and Advisor Mailbox
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- Multi asset Post Trade Management
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Report

Hidden Costs of Managing the Summary Prospectus In-house

Firms managing summary prospectus fulfillment in-house may be unaware of 4 hidden costs affecting their clients’ experience.

posted October 8 2014

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In the five years since the Securities and Exchange Commission enacted Rule 498 to allow mutual funds to issue summary prospectuses, over 80% of all funds have adopted it. Investors have benefitted from receiving four- or six-page documents in plain English, with links to the full information on their fund company’s website, rather than long, jargon-filled traditional prospectuses.

Many firms manage the distribution of these summary prospectuses and upkeep of the related websites in-house via a painstaking manual process. However, these firms may not be aware of how much this effort is costing them in terms of time and resource commitment, and whether they are truly complying with Rule 498 and delivering a positive investor experience. Here are four “hidden costs” to watch out for.

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Broadridge, a global Fintech leader with
over $4 billion in revenues, helps clients get ahead of today’s challenges to capitalize on what’s next with communications, technology, data and analytics solutions that help transform their businesses.

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