Value Assessment Report
In this project, More Carrot has demonstrated its ability to transform comprehensive, complex and highly granular data into a report that is concise and meaningful to most investors.
- Developed an innovative, investor-friendly report that did not draw on existing report examples
- Satisfied all regulatory requirements for 6 sub-funds in 2 pages; a comparable report in many other firms’ templates would have been 12 – 20 pages
- Project completed in less than 2 weeks
Golden Source Prospectus
New Account Application