Mutual Funds, Alternate Investment Vehicles, Intervals, ETFs & more
Elevate your compliance and marketing materials while EA provides you with the expertise you need to conquer the complexities of regulations and mandates.
ETFs – a Growing Trend
ETFs are becoming more common in Asset & Investment Management.
EA supports the regulatory obligations for firms looking to:
- Launch new ETFs with a white label service
- Convert mutual funds to ETFs
- Maintain compliance with SEC filings.
TRUSTING IN EA MEANS CONFIDENCE AND ASSURANCE
COMPLIANCE
Registration Statements, Prospectuses & Summary Prospectuses, Shareholder Reports, XML Structured Data, inline XBRL Tagging
MARKETING
Fund Factsheets, Shareholder Communications & Marketing Materials
UCITS
KIIDs and Factsheets
REGULATORY REQUIREMENTS MEETS BEST-IN-CLASS SERVICE
Open-End and Close-End Funds come with unique XML taxonomies and stringent regulatory demands for filing and communication.
EA is equipped with the expertise and end-to-end SEC Filing solutions to help you stay up-to-date with new regulatory mandates and timelines.