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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.”

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