On June 16, 2010 the Canadian Securities Administrators (CSA) released its status report on the ‘Implementation of Point of Sale Disclosure for Mutual Funds’. This report comes after many years developing an improved disclosure framework with an aim to provide investors with plain-language and meaningful documentation on a timely basis - when they are making their investment decision. It outlines a two-phased implementation plan for both mutual fund managers and investment dealers to begin publishing simple 2-page mutual fund disclosure documents (called Fund Facts) in early 2011 and in a second phase, to begin delivering these documents to investors. 

Mutual fund managers, dealers and advisors must now address the regulatory requirements in a manner that minimizes costs, the resource burden on staff and as importantly, does not disrupt the sales process. Introducing InvestorPOS^TM      

InvestorPOS^TM is a hosted Web-based solution and suite of modules that includes:

1. FF Publisher^TM - Fund Facts creation module for fund managers to combine standard and custom content, approve/schedule publication and prepare for filing 
2. FF Delivery^TM – Module for financial advisors to deliver Fund Facts to investors in a compliant, fully audited manner 
3. FF Intel^TM - Business intelligence for fund managers, dealers, sales managers and their advisors surrounding pre-sale marketing activities

It is a revolutionary new solution designed NOT to revolutionize the sales process.   

To learn more about InvestorPOS^TM, please contact info@vaultsolutions.com.