Regulatory reporting
Investment and insurance funds
A method that has stood the test of time
Highly specialized services
Our working methods and rigour have enabled us to refine our approach and produce flawless documents of any length. As quality and availability are the foundation of our process, we are committed to delivering accurate information on time, every time.
We offer comprehensive services to support you in your reporting activities:
- Compliant templates (NI 81-106 – Investment Fund Continuous Disclosure)
- Multilingual template updates
- Copywriting (portfolio managers’ commentaries, results of operations, recent developments and other texts)
- Data input
- Translation, revision and comparative proofreading
PDFs to your specifications
In addition to delivering final versions for print and download, we can create PDFs for different purposes:
- Custom printing
- SEDAR filings
- Compliance with provincial accessibility laws (AODA/SGQRI 008-02 standard)
- Clean and annotated versions to meet regulatory bodies’ requirements