Document Fulfilment and KIID Distributor
Benefits
Reliable system to immediately send KIIDs on request to ensure compliance
Asset Managers face challenges in distributing various types of documents, such as KIIDs, fact sheets, and prospectuses, as the number of funds increases. Ensuring compliance with strict regulations, managing costs, and allocating resources can be complex and time-consuming.
Are you ready to meet your regulatory requirement to circulate UCITS KIIDs to your retail investors in ‘good time’ before a transaction is concluded?
Paragon is trusted by Asset Managers to deliver customer communications in accordance with strict regulations and timeframes. This includes supplying pre-sale UCITS KIIDs fulfilment solutions to the Asset Management industry since their introduction in 2012.
Paragon has adapted their trusted service to bring you a complete solution for all of your UCITS KIIDs delivery requirements. The Paragon KIID Distributor is an intuitive database system that allows true flexibility in the distribution, archiving and reporting of UCITS KIIDs for retail investors in Europe.
Paragon will host your documents securely and work with you or your KIID provider to ensure that only the latest document versions are distributed. We are able to automate the process to reflect document updates immediately as new KIIDs are published.
How does it work?
Paragon's Document Fulfilment and KIID Distributor is an integrated solution that automatically sends KIIDs and other relevant documents on request across multiple channels, ensuring regulatory compliance through print, email, or online. The solution can integrate with in-house systems or work as a standalone solution. It provides complete document verification, a full audit trail, real-time reporting, and management information.
By implementing Paragon's Literature Fulfilment and KIID Distributor, Asset Managers can ensure 100% regulatory compliance, save time and resources, alleviate the complexity of data management, and provide a cost-effective solution. This service leads to improved customer experience, reduced risk of missed investment opportunities, and minimized reputational damage while handling a wide range of document types.
Ability to order the KIIDs or other documents for despatch via print, email attachments or an online link
Document verification with a full audit trail and the ability to report on all digital KIID deliveries with records kept for the statutory period
Adaptable solution that can fit within your current infrastructure or be provided as a standalone cloud-based solution
