Full Suite Outsourcing
Specifically geared to boutique investment firms where the burdens of compliance and customer documents are a challenge for in-house resources.
- Includes document optimisation, regulatory and product maintenance, production and supplier coordination, and project management — all for an economical annual fixed-fee contract.
- Coverage for all client-facing material, including all key compliance and marketing documents.
- Industry-leading quality built on expertise developed from years of partnering with top-tier asset managers.
Looking for higher disclosure quality and efficiency? Let’s discuss. Contact us at +352 661 797 533 or email@example.com.
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Value Assessment Report
Golden Source Prospectus
New Account Application
"We were extremely pleased to be the first company to issue prospectuses that can truly be called ‘simplified’. This was a win not only for investors but offers us a lot of benefits internally as well." (2015)
Mark PhillipsCEO, Aviva Investors Luxembourg
"The result of the prospectus transformation project is quite amazing — not only have we reduced the page count from 370 to 77, we also reduced risk and complexity. It’s readable. It’s organised. It has gone from a technical document to one that truly reflects our company's core values." (2017)
Klaus EbertIndependent Director, former Managing Director, Danske Invest Management Company
"After its revamp, the prospectus became more than just a compliance document. It became a tool that helps us manage content across documents and ensure consistency of language." (2017)
Isabelle KintzHead of Compliance and Internal Control, La Française Group
"Prospectus complexity has significantly increased in recent years, due not only to new regulations but to more requirements from various stakeholders. More Carrot has been the first to look at prospectus complexity in a holistic way. I believe their approach is the way of the future." (2020)
Jan Stig RasmussenUCITS Independent Director and Chairperson
“In the focus on legal sufficiency and regulator approval, the usefulness of the prospectus internally is often overlooked. The More Carrot model lets these documents become an efficient reference tool for operations and governance bodies such as the IFM and the board." (2020)