POS Fund Facts
  • Rely on Fundata for your POS compliance needs
  • Easily meet regulatory compliance requirements
  • Cost effectively produced in both English and French
  • Access all industry POS Fund Facts documents in one central repository
Fund Document Library:
Fundata has developed the latest industry compliance solution to help investment brokerage dealers, back-office developers and financial advisors meet new regulatory requirements in the delivery of Point-Of-Sale Fund Facts documents to investors. Fundata has aggregated Fund Facts documents for Mutual and Segregated funds, either directly from fund manufacturers or SEDAR into our central repository - ready for distribution.

The Document Library offers electronic rendering of Canadian investment fund regulatory documents, updated daily.

The Library contains:
  • Prospectuses
  • POS Fund Fact Sheets
  • Management Report on Fund Performance (MRFP) documents (available soon)

Accessible through an application programming interface (API), the Document Library can be white-labelled to suit individual client brands and logos.

Fundata's Document Library is:
  • Accurate, comprehensive, and timely
  • Compliant with regulatory requirements
  • Hosted to reduce client IT requirements
  • Updated daily - on a “as filed” basis
POS Fund Fact Sheets:
Fundata has the critical information, essential expertise, and decades of experience in producing reliable and current Point-of-Sale compliance documents. Having worked with both large and small Mutual and Segregated Fund companies, Fundata is an industry leader in the production of branded and customized POS Fund Facts.

Suited for:
Repository
  • Advisors
  • Investors
  • Brokers and Dealers
  • Resellers and Redistributor
Development
  • Fund Managers
  • Fund Companies
TOLL FREE: 1 (888) 328-9174
We offer our clients the most accurate and comprehensive data on Canadian Investment Funds that is available in the market.
Browse our directory of listed fund companies:


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