Document Production

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'c-primaryheader__backdrop--show' : ''" class="c-primaryheader__backdrop "> </div> <div class="c-sticky-cta c-sticky-cta--no-icon" x-data="{ atTop: true }" x-cloak :class="(!atTop ? 'c-sticky-cta--show' : '')" @scroll.window="atTop = window.pageYOffset < 500"> </div> <div class="page-main-content js-page-height"> <section class="b-pagehero " id=""> <div class="b-pagehero__aside"> <img loading="eager" src="/media/rfla12fm/solutions-insti-document-production_1.jpg?v=1da70aae8697eb0" style="object-position:50% 50%;"> </div> <div class="container"> <div class="b-pagehero__wrapper"> <div class="b-pagehero__content"> <h1 class="b-hero__headline">Scale and enhance your regulatory document production and reporting</h1> <div class="b-pagehero__text c-richtext"> <p>As the leading fund document production vendor in Europe, producing 550,000+ documents each year and serving financial institutions for almost three decades, we leverage off our strong partnerships with template issuers and regulators to advocate for changes that will benefit our clients. </p> <p>Our technology facilitates flexible, transparent, automated and compliant document production in up to 35 languages. </p> </div> <div class="c-buttongroup"> <a href="#" class="c-button c-button--primary" data-modal="31688ea3-41a8-4379-92fb-4852b6f40588" x-data="modal"> Request a meeting <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> <div id="31688ea3-41a8-4379-92fb-4852b6f40588" class="modal"> <div class="modal__dialog"> <div class="modal__content"> <div class="modal__header "> <button type="button" class="close-modal"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M18 6L6 18M6 6L18 18" stroke="currentcolor" stroke-width="1.66667" stroke-linecap="round" stroke-linejoin="round" /> </svg> </button> </div> <div class="modal__body"> <div class="block image-block"> <img src="/media/2y3dazxn/126x768.svg?quality=90&v=1da9551c1e6d0f0" alt="Request a meeting" class="" width="768" height="126" loading="lazy" /> </div> <div class="c-block c-embed " id=""> <div class="container"> <div class="grid"> <div class="col-span-12 c-form lg:col-span-10 lg:col-start-2 xl:col-span-8 xl:col-start-3" > <script charset="utf-8" type="text/javascript" src="//js.hsforms.net/forms/embed/v2.js"></script> <script> hbspt.forms.create({ portalId: "445778", formId: "e16ca746-09e8-4888-976d-3596c473ccd3", sfdcCampaignId: "701R5000004sR90IAE" }); </script> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </section><section class="c-block c-block--gray b-features" id=""> <div class="container"> <div class="grid gap-y-16"> <div class="col-span-12 md:col-span-6"> <div class="c-intro"> <p class="c-intro__label">FEATURES & BENEFITS</p> <h2 class="c-intro__headline"> Tackle growing document production challenges with our scalable solution </h2> <div class="c-intro__text"> <div class="c-richtext"> <p>Successful fund regulatory document production is highly dependent on accurate and consistent fund data, document production know-how, and a scalable and efficient end-to-end process, supported by technology.</p> <p>Proven expertise is especially important as it guides best practice for our clients. Seemingly minor choices, such as the format of documents, can have a substantial impact on your organisation and potentially disrupt the timely delivery of mandatory publication of your fund documents. </p> <p>We hold nearly two decades of document production expertise. Our Nexus platform offers automation and scalability to streamline a traditionally cumbersome process, ensuring the accuracy of data and providing output flexibility. </p> </div> </div> <div class="c-buttongroup mt-10"> <a href="#" class="c-button c-button--primary" data-modal="388e5d76-21fb-4c80-b7eb-98f24a59c9b8" x-data="modal"> Request a meeting <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> <div id="388e5d76-21fb-4c80-b7eb-98f24a59c9b8" class="modal"> <div class="modal__dialog"> <div class="modal__content"> <div class="modal__header "> <button type="button" class="close-modal"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M18 6L6 18M6 6L18 18" stroke="currentcolor" stroke-width="1.66667" stroke-linecap="round" stroke-linejoin="round" /> </svg> </button> </div> <div class="modal__body"> <div class="block image-block"> <img src="/media/2y3dazxn/126x768.svg?quality=90&v=1da9551c1e6d0f0" alt="request a meeting" class="" width="768" height="126" loading="lazy" /> </div> <div class="c-block c-embed " id=""> <div class="container"> <div class="grid"> <div class="col-span-12 c-form lg:col-span-10 lg:col-start-2 xl:col-span-8 xl:col-start-3" > <script charset="utf-8" type="text/javascript" src="//js.hsforms.net/forms/embed/v2.js"></script> <script> hbspt.forms.create({ portalId: "445778", formId: "e16ca746-09e8-4888-976d-3596c473ccd3", sfdcCampaignId: "701R5000004sR90IAE" }); </script> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="col-span-12 md:col-span-6"> <ul class="b-features__list"> <li class="b-features__item" data-fadein> <div class="b-features__item-icon"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M7.5 12L10.5 15L16.5 9M22 12C22 17.5228 17.5228 22 12 22C6.47715 22 2 17.5228 2 12C2 6.47715 6.47715 2 12 2C17.5228 2 22 6.47715 22 12Z" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/> </svg> </div> <div> <h3 class="b-features__item-headline">Regulatory compliance</h3> <div class="c-richtext b-features__item-text"> <p>FE fundinfo’s team of regulatory experts will continually scan for regulatory change and iterate the service and your data sets accordingly.</p> </div> </div> </li> <li class="b-features__item" data-fadein> <div class="b-features__item-icon"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M12 3H16.2C17.8802 3 18.7202 3 19.362 3.32698C19.9265 3.6146 20.3854 4.07354 20.673 4.63803C21 5.27976 21 6.11984 21 7.8V16.2C21 17.8802 21 18.7202 20.673 19.362C20.3854 19.9265 19.9265 20.3854 19.362 20.673C18.7202 21 17.8802 21 16.2 21H7.8C6.11984 21 5.27976 21 4.63803 20.673C4.07354 20.3854 3.6146 19.9265 3.32698 19.362C3 18.7202 3 17.8802 3 16.2V12M8 13V17M16 11V17M12 7V17M5 8V2M2 5H8" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/> </svg> </div> <div> <h3 class="b-features__item-headline">Data excellence</h3> <div class="c-richtext b-features__item-text"> <p>We validate and verify your data to ensure its accuracy. any inconsistencies and omissions are promptly rectified to prevent any errors from appearing in the final output documents. </p> </div> </div> </li> <li class="b-features__item" data-fadein> <div class="b-features__item-icon"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M17 20H16.8C15.1198 20 14.2798 20 13.638 19.673C13.0735 19.3854 12.6146 18.9265 12.327 18.362C12 17.7202 12 16.8802 12 15.2V8.8C12 7.11984 12 6.27976 12.327 5.63803C12.6146 5.07354 13.0735 4.6146 13.638 4.32698C14.2798 4 15.1198 4 16.8 4H17M17 20C17 21.1046 17.8954 22 19 22C20.1046 22 21 21.1046 21 20C21 18.8954 20.1046 18 19 18C17.8954 18 17 18.8954 17 20ZM17 4C17 5.10457 17.8954 6 19 6C20.1046 6 21 5.10457 21 4C21 2.89543 20.1046 2 19 2C17.8954 2 17 2.89543 17 4ZM7 12L17 12M7 12C7 13.1046 6.10457 14 5 14C3.89543 14 3 13.1046 3 12C3 10.8954 3.89543 10 5 10C6.10457 10 7 10.8954 7 12ZM17 12C17 13.1046 17.8954 14 19 14C20.1046 14 21 13.1046 21 12C21 10.8954 20.1046 10 19 10C17.8954 10 17 10.8954 17 12Z" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/> </svg> </div> <div> <h3 class="b-features__item-headline">Digitalisation & automation</h3> <div class="c-richtext b-features__item-text"> <p>Adopting FE fundinfo’s data and technology-led automated solution for regulatory and marketing document production minimises manual handling of data and the associated risks of data siloes and complex vendor management.</p> </div> </div> </li> <li class="b-features__item" data-fadein> <div class="b-features__item-icon"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M22 11.0857V12.0057C21.9988 14.1621 21.3005 16.2604 20.0093 17.9875C18.7182 19.7147 16.9033 20.9782 14.8354 21.5896C12.7674 22.201 10.5573 22.1276 8.53447 21.3803C6.51168 20.633 4.78465 19.2518 3.61096 17.4428C2.43727 15.6338 1.87979 13.4938 2.02168 11.342C2.16356 9.19029 2.99721 7.14205 4.39828 5.5028C5.79935 3.86354 7.69279 2.72111 9.79619 2.24587C11.8996 1.77063 14.1003 1.98806 16.07 2.86572M22 4L12 14.01L9 11.01" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/> </svg> </div> <div> <h3 class="b-features__item-headline">Comprehensive solution</h3> <div class="c-richtext b-features__item-text"> <p>At FE fundinfo, data is at the heart of everything we do. Our ISO accredited data processing teams check and validate requisite data as part of the collection process to ensure all static, dynamic and regulatory fund data is complete and accurate before they flow through our document production platform, and are distributed out to the market.</p> </div> </div> </li> </ul> </div> </div> </div> </section><section class="c-block b-solutions" id=""> <div class="container"> <div class="c-intro c-intro--centered"> <p class="c-intro__label">PORTFOLIO</p> <h2 class="c-intro__headline">How we support you</h2> </div> <div class="mt-8 md:mt-16" x-data="tabs"> <select class="b-solutions__select" x-model="active"> <option value="0"> Regulatory Document Production </option> <option value="1"> Regulatory Data Template Production </option> <option value="2"> Calculations </option> </select> <div class="b-solutions__tabs"> <button class="b-solutions__tab" x-on:click="setActive(0)" x-bind:class="active == 0 && 'active'"> Regulatory Document Production </button> <button class="b-solutions__tab" x-on:click="setActive(1)" x-bind:class="active == 1 && 'active'"> Regulatory Data Template Production </button> <button class="b-solutions__tab" x-on:click="setActive(2)" x-bind:class="active == 2 && 'active'"> Calculations </button> </div> <div class="b-solutions__content" x-show="active == 0"> <div class="grid gap-y-12"> <div class="col-span-12 lg:col-span-5"> <h3 class="b-solutions__content-headline">Regulatory Document Production</h3> <div class="c-richtext b-solutions__content-text mt-6"> <p>Regulation is always one of the top challenges for asset managers with the constant flow of new rules and requirements which, often, aren't easy to interpret. Staying compliant means dealing with a myriad of tasks from understanding jurisdictional divergence across countries, even within the EU, considering a variety of languages, document types and disclosures, formats and deadlines.</p> <p>We deliver more than 600,000 documents annually for our clients. Our Document Production capabilities are fully integrated with our end-to-end Data Management processes to ensure the delivery of consistent, accurate and timely fund information. </p> </div> <div class="c-buttongroup mt-8"> <a href="/products/institutions/regulatory-document-production#" target="" class="c-button c-button--primary" > Learn more <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> <div class="col-span-12 lg:col-span-6 lg:col-start-7"> <ul class="b-solutions__list"> <li>Accurate data</li> <li>Transaction cost calculations</li> <li>Automated SRI monitoring and alerting</li> <li>KID and KIID translations</li> <li>10 year historical trail and archive</li> </ul> </div> </div> </div> <div class="b-solutions__content" x-show="active == 1"> <div class="grid gap-y-12"> <div class="col-span-12 lg:col-span-5"> <h3 class="b-solutions__content-headline">Regulatory Data Template Production</h3> <div class="c-richtext b-solutions__content-text mt-6"> <p>One of many challenges of fund data management lies in fragmentation of the ecosystem – there are several parties and little consistency in how they share fund data between them. </p> <p>Furthermore, the ever-evolving regulatory landscape demands the distribution of more data points than ever before, requiring constant and frequent transmission to market players, such as distributors and regulators. </p> <p>Our Regulatory Data Template production capability minimises the burden of changing regulation for our clients whilst ensuring their fund data is ready to be distributed accurately and consistently to all relevant parties. </p> </div> <div class="c-buttongroup mt-8"> <a href="/products/institutions/regulatory-data-templates-calculations#" target="" class="c-button c-button--primary" > Learn more <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> <div class="col-span-12 lg:col-span-6 lg:col-start-7"> <ul class="b-solutions__list"> <li>Data management </li> <li>Digitalisation & automation</li> <li>Transparency and analytics</li> <li>Regulatory expertise</li> <li>Scalable function</li> </ul> </div> </div> </div> <div class="b-solutions__content" x-show="active == 2"> <div class="grid gap-y-12"> <div class="col-span-12 lg:col-span-5"> <h3 class="b-solutions__content-headline">Calculations</h3> <div class="c-richtext b-solutions__content-text mt-6"> <p>Calculations are a crucial albeit challenging element of compliant regulatory submissions. Their provision is reliant not just on relevant expertise and understanding of regulation but access to adequate technology. Some calculations, such as those related to transaction costs, have particularly bad reputation on the account of their complexity, volumes and reliance on very accurate data. </p> <p>We provide you a holistic solution - alongside the broad range of regulatory documents and reports, we provide all the expected calculations. This helps to reduce costs and optimise the process, particularly that some calculations overlap between the different reports required. </p> <p>Additionally, we continuously scan the regulatory horizon for changes and are transparent about how the calculations are performed, helping you reduce risks of errors. </p> </div> <div class="c-buttongroup mt-8"> <a href="/products/institutions/marketing-document-production#" target="" class="c-button c-button--primary" > Learn more <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> <div class="col-span-12 lg:col-span-6 lg:col-start-7"> <ul class="b-solutions__list"> <li>Cost reduction</li> <li>Mitigated risks</li> <li>Holistic solution</li> <li>Transparency</li> </ul> </div> </div> </div> </div> </div> </section> <section class="c-block b-entries c-block--darkblue" id=""> <div class="container"> <div class="c-intro c-intro--centered"> <h2 class="c-intro__headline">The breadth of our regulatory report production service</h2> <div class="c-intro__text"> <h3>Multi-jurisdictional fund distribution comes with an increasing regulatory reporting burden – our service facilitates scalable document and template production across Europe including the UK and Asia Pacific jurisdictions. </h3> <p><img src="/media/k1kpmvks/regulatory-data-service-map.jpg?rmode=max&width=2527&height=1659" alt="" loading="lazy" width="2527" height="1659"></p> </div> </div> </div> </section> <section class="c-block b-testimonial" id=""> <div class="container"> <div class="c-intro c-intro--centered"> <p class="c-intro__label">WHAT OUR EXPERTS SAY</p> <h2 class="c-intro__headline">We scale and enhance the production of your regulatory and marketing documents</h2> </div> <div class="mt-10 md:mt-12"> <div class="b-testimonial__wrapper"> <div class="b-testimonial__content" x-data="carousel"> <div x-ref="content"> <div class="b-testimonial__content-quote" style=""> <div class="b-testimonial__content-quote-icon"> <svg viewBox="0 0 43 36" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M33.66 35.4C30.82 35.4 28.54 34.3 26.82 32.1C25.14 29.9 24.3 27.1 24.3 23.7C24.3 18.74 25.5 14.26 27.9 10.26C30.3 6.22 33.72 2.8 38.16 0L40.74 3.66001C38.34 5.46 36.4 7.38 34.92 9.42C33.44 11.42 32.7 13.18 32.7 14.7C32.7 16.06 33.18 17.12 34.14 17.88C35.14 18.6 36.3 19.28 37.62 19.92C38.94 20.56 40.08 21.4 41.04 22.44C42.04 23.44 42.54 24.92 42.54 26.88C42.54 29.32 41.7 31.36 40.02 33C38.34 34.6 36.22 35.4 33.66 35.4ZM9.36 35.4C6.52 35.4 4.24 34.3 2.52 32.1C0.84 29.9 0 27.1 0 23.7C0 18.74 1.2 14.26 3.6 10.26C6 6.22 9.42 2.8 13.86 0L16.38 3.66001C14.02 5.46 12.08 7.38 10.56 9.42C9.08 11.42 8.34 13.18 8.34 14.7C8.34 16.06 8.84 17.12 9.84 17.88C10.84 18.6 11.98 19.28 13.26 19.92C14.58 20.56 15.74 21.4 16.74 22.44C17.74 23.44 18.24 24.92 18.24 26.88C18.24 29.32 17.4 31.36 15.72 33C14.04 34.6 11.92 35.4 9.36 35.4Z" fill="white" /> </svg> </div> <p class="b-testimonial__content-quote-text"> Our dedicated data and technology teams produce over 600k regulatory documents every year. Our document production expertise delivers consistent outputs configured for your unique business needs and disclosure requirements. </p> <div class="c-avatar "> <div> <p class="c-avatar__name">Paul Ronan</p> <p class="c-avatar__info">Chief Technology Officer at FE fundinfo</p> </div> </div> </div> </div> </div> <div class="b-testimonial__aside"> <div class="b-testimonial__aside-media"> <img loading="lazy" src="/media/ayblhs11/social-proof-image-8-606x401.jpg?v=1da8c066d69e5c0" style="object-position:50% 50%;" alt="Social Proof Image 8 606X401"> </div> <div class="b-testimonial__aside-action"> </div> </div> </div> </div> </div> </section> <section class="b-cta c-block " id=""> <div class="container"> <div class="b-cta__content"> <ul class="b-cta__faces b-cta__faces--offset"> <li data-popout> <img loading="lazy" src="/media/legpeh5z/ludo-milne_fe-fundinfo.jpg?width=150&v=1da812172738c50" alt="Ludo Milne FE Fundinfo" style="object-position:50% 50%;"> </li> <li data-popout> <img loading="lazy" src="/media/zn3lzmsp/oliver-steen_fe-fundinfo.jpg?width=150&v=1da8116047597d0" alt="Oliver Steen FE Fundinfo" style="object-position:50% 50%;"> </li> <li data-popout> <img loading="lazy" src="/media/cfnb4tmu/alex-donati_fe-fundinfo.jpg?width=150&v=1da8115ca595780" alt="Alex Donati FE Fundinfo" style="object-position:50% 50%;"> </li> </ul> <h2 class="b-cta__headline">Are you ready to get started?</h2> <div class="c-richtext b-cta__text"> Learn how we can optimise and scale your Regulatory and Marketing document production. </div> <div class="c-buttongroup"> <a href="#" class="c-button c-button--primary" data-modal="2748cf12-30a2-4ef2-bff4-8c3a7fc07940" x-data="modal"> Request a meeting <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> <div id="2748cf12-30a2-4ef2-bff4-8c3a7fc07940" class="modal"> <div class="modal__dialog"> <div class="modal__content"> <div class="modal__header "> <button type="button" class="close-modal"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M18 6L6 18M6 6L18 18" stroke="currentcolor" stroke-width="1.66667" stroke-linecap="round" stroke-linejoin="round" /> </svg> </button> </div> <div class="modal__body"> <div class="block image-block"> <img src="/media/2y3dazxn/126x768.svg?quality=90&v=1da9551c1e6d0f0" alt="request a meeting" class="" width="768" height="126" loading="lazy" /> </div> <div class="c-block c-embed " id=""> <div class="container"> <div class="grid"> <div class="col-span-12 c-form lg:col-span-10 lg:col-start-2 xl:col-span-8 xl:col-start-3" > <script charset="utf-8" type="text/javascript" src="//js.hsforms.net/forms/embed/v2.js"></script> <script> hbspt.forms.create({ portalId: "445778", formId: "e16ca746-09e8-4888-976d-3596c473ccd3", sfdcCampaignId: "701R5000004sR90IAE" }); 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