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.