We have a deep understanding of the SEC Summary Prospectus rule and have customized solutions that will work best for you. Partner with the company that has been successfully fulfilling post-sale prospectuses for over 15 years. We prepare solutions that help you with your compliance and your bottom line as your regulatory requirements evolve every year.
- A deep understanding of the Summary Prospectus rule
- Summary Prospectus delivery and website support
- Efficient, secure electronic document delivery
- On-demand print options for Summary Prospectuses
- Financial analysis to determine potential reduction in print and fulfillment costs