eProspectusDirect

With the Securities and Exchange Commission (SEC) Summary Prospectus rule, there are various ways that managed funds can provide investors with prospectus information and gain better control of processing, materials, and postage costs. 

DST Output Simplifies Compliance
DST Output offers a single-source solution, eProspectusDirect, with print-on-demand and electronic delivery capabilities.  It’s an efficient operational model that leverages proven technology and manages costs. 

• Supports First-Dollar Fulfillment - By combining the prospectus with the trade confirmation in a single envelope, you can significantly reduce costs by eliminating redundant processing, postage, and materials.
• Manages print and electronic delivery of multiple compliance documents – prospectuses, SAI, annual and semi-annual reports, and supplements.
• Streamlines the online viewing of documents and fulfillment requests through a print-on-demand fulfillment model.  
• Supports consent management and fulfillment for print and/or electronic delivery preferences, as well as summary versus statutory document delivery preferences.
• Includes encrypted and password protected CD/DVDs that can generate additional cost savings while improving the investor’s experience and interaction with the document delivered.

Advantages
eProspectusDirect helps managed funds to:

• Comply with the new disclosure requirements by the effective date of January 1, 2010
• “Go Green” by leveraging the internet as a primary distribution channel
• Gain efficiencies and save costs by integrating and mailing the summary prospectus with other financial and marketing documents
• Drive down distribution costs – processing, materials, and postage
• Take advantage of print-on-demand technologies  
• Reduce the number of prospectus-related inquiries to your call centers

For More Information
Email us or call 800.441.7587