Complete Confidence for Mutual Fund and Alternative Investments
Producing Mutual Fund prospectuses, shareholder reports and marketing factsheets is a very complicated task. EdgarAgents collaborates with Investment Advisors and their Fund Administrators, across the globe, to create, manage, produce and distribute the required documents to fulfill SEC requirements.
- Compliance: prospectus, shareholder reports, summary pro, SAI, supplements, XML/EDGAR®
- Marketing: Factsheets, profiles, commentaries, pitch books, XML/HTML and other data feeds
- UCITs: Kiid’s and factsheets
Mutual funds have their own XML taxonomies and strict regulatory requirements in regard to filing and communicating their risk/return. The EdgarAgents team delivers over 18 years of subject matter expertise navigating the alphabet soup of Fund compliance.
- N-2, N-3, N-4