Emerging as a new standard for the industry, More Carrot’s golden source prospectus combines efficiency, cost savings, strong legal protection, content exportability, and unprecedented usability as a client and internal reference tool.
Key achievements:
– Performs all required functions in 67% fewer words
– Structure matches sequence and priorities of investors: product, doing business with us, company
– Marketing-grade language is exported to KIDs/KIIDs, fact sheets, sales collateral, and websites — eliminates legal risk of duplicate language
– Bedrock tool to address SFDR/SDR and CBDF requirements
– Approved by Luxembourg regulator with virtually no changes
– First of its kind in Europe, a new industry standard in Luxembourg after adoption by over a dozen of top asset managers
– Technical advice and support for efficient content maintenance/sharing
– Important cost savings on prospectus management and review