The leading knowledge platform for the financial technology industry
The leading knowledge platform for the financial technology industry

A-Team Insight Blogs

Sun Life Global Investments Selects Broadridge Canada’s Smart Fund Facts Solution

Broadridge Financial Solutions, today announced that Sun Life Global Investments (Canada) has started an initiative to use Broadridge Canada’s Smart Document Creation solution for the automated creation of regulatory Point-of-Sale (POS) Fund Facts documents.

The Smart Document Creation solution will create Fund Facts documents for mutual funds through an automated document creation process. In addition to creating the documents, Smart Document Creation will be integrated into Broadridge’s Smart Prospectus service which will then provide an end-to-end fulfillment solution. This same process will also be extended to cover MRFPs (Management Report of Fund Performance), Financial Statements, and other Marketing document requirements.

Donna Bristow, VP Client Management and Strategic Product Development, Canada, Broadridge commented, “Sun Life Global Investments is a new, exciting client opportunity for Broadridge. Our teams have worked closely together to ensure that the document template is customized to their needs and provides the flexibility necessary for their fund line-up. With Smart Document Creation being an automated solution, we will be able to scale quickly and efficiently to support Sun Life Global Investments as they grow their business.”

Related content

WEBINAR

Recorded Webinar: Entity identification and client lifecycle management – How financial institutions can drive $4 billion in cost savings

A new model in Legal Entity Identifier (LEI) issuance has created significant opportunities for financial institutions to capitalise on their KYC and AML due diligence. By becoming Validation Agents and obtaining LEIs on behalf of their clients, financial institutions can enhance their client onboarding experience, streamline their internal operations, and open the door to new,...

BLOG

Data Standards Can Be a Challenge, But Also an Opportunity

Data standards are crucial to interoperability across capital markets, can be challenging to implement, and are constantly evolving. Against this backdrop, how can market participants implement and make best use of existing and forthcoming data standards? And how are regulators approaching standardisation? Next week’s A-Team Group webinar, Data Standards – Progress and Case Studies, will...

EVENT

TradingTech Summit Virtual

TradingTech Summit (TTS) Virtual will look at how trading technology operations can capitalise on recent disruption and leverage technology to find efficiencies in the new normal environment. The crisis has highlighted that the future is digital and cloud based, and the ability to innovate faster and at scale has become critical. As we move into recovery and ‘business as usual’, what changes and technology innovations should the industry adopt to simplify operations and to support speed, agility and flexibility in trading operations.

GUIDE

Entity Data Management Handbook – Seventh Edition

Sourcing entity data and ensuring efficient and effective entity data management is a challenge for many financial institutions as volumes of data rise, more regulations require entity data in reporting, and the fight again financial crime is escalated by bad actors using increasingly sophisticated techniques to attack processes and systems. That said, based on best...