Business advisory firm Deloitte has rolled out a new regulatory and investor reporting managed service to help investment managers, banks and insurance firms navigate complex global marketing regulation and tax rules.
Dubbed as Prisma, the managed service delivers reports for multiple regulatory and investor requirements.
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The service offers fund registrations for Alternative Investment Funds (AIFs), undertakings for collective investments in transferable securities (UCITS) and offshore funds with local regulators.
In addition, Prisma includes regulatory reports such as AIFMD Annex IV , Form PF and Form CPO-PQR as well as offers investor reporting including marketing factsheets, UCITS Key Investor Information Documents (KIIDs), Solvency II, Packaged Retail Investment and Insurance Product (PRIIP) Key Information Documents (KIDs).
The service also provides investor tax reporting and advisory, market intelligence and advisory services which include distribution advisory services, clients relationship management systems and sales force effectiveness.
Deloitte co-head of UK investment management managed services Chris Farkas said: "Prisma uses one set of data to satisfy multiple reporting requirements simplifying the process for clients. Deloitte’s project team integrates the data, centralises it in a data repository, and manages the day-to day creation, production and dissemination of these reports.
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By GlobalData"This reduces the risk of error, and enables the clients’ marketing, technology, legal, compliance and operational teams to focus on issues more central to the management of their firm and wider business objectives."
