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Case study
Golden Source Prospectus
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.
- 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 (first Irish projects due for public release by the end of 2023)
- Technical advice and support for efficient content maintenance/sharing
- Important cost savings on prospectus management and review