Electronic PDS library
An online library accessible 24/7 that contains up to date product disclosure statement links for all funds in the customer’s menu. A search function by APIR code or name allows for fast and easy access to the required PDS.
Key features
- Online library of PDSs for all funds.
- Update of the library with any supplementary PDS issues in a timely manner.
- Currency and availability of all fund manager links is automatically checked on a regular basis.
- Intuitive search capability.
- Implementing the service is straightforward with web-enabled access or integration to our customers’ front-end systems. It is available for multi-staff and multi-office sites.
Key benefits
- Reduced risk of relying on outdated copies of PDS documents leading to potential compliance breaches.
- One single source for all fund disclosure documents.