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Legal and Marketing Documentation Support

Specifically geared to boutique investment firms where the burdens of compliance and customer documents are a challenge for in-house resources.

  • Includes optimisation, maintenance and production of regulatory and product documentation, as well as project management and supplier coordination — all for an economical annual fixed-fee contract.
  • Coverage for all client-facing material, including all key compliance and marketing documents.
  • Communication and technical experts with years of experience in asset management documentation.
  • 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 hello@morecarrot.eu.

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Document Optimisation

Combining information design and plain language with in-depth compliance knowledge, More Carrot re-engineers disclosure documents to transform them into dramatically shorter, highly usable, lower cost and in-brand tools.

Content Maintenance

Ongoing maintenance protects a firm’s investment in optimised documents and ensures that the quality and consistency do not erode over time.

Case
studies

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Case study

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 conc...

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 protect...

Case study

New Account Application

The transition from prospect to customer is one of the most important touchpoints. A highly usable account opening form sends the right message t...

Case study

Shareholder Notices

The same strategies that dramatically improve usability also reduce page counts, which in turn can mean significant savings in printing, postage,...

Case study

Fact Sheets

In design as well as production, fact sheets present complex problems that require simple solutions. Our expertise in this area ranges from hosti...

Testimonials

"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 Phillips
CEO, 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 Ebert
Independent 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 Kintz
Head 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 Rasmussen
UCITS 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)

Graham Goodhew
Independant Director, former Conducting Officer at JPMorgan