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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 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.