We help you at every step of the financial document production
One dedicated project manager runs the project for you and will address any challenges with professionalism and efficiency. We adapt to your needs. The entire production cycle of your financial document – reports, SFDR documents, PRIIP KIDs, shareholder mailings and more – will be in trust worthy hands.
- Financial Reports
- SFDR
- Prospectus
- Shareholder Mailings
- PRIIP KID translations
- Regulatory documents
- Websites
Annual and semi-annual reports – while working closely with the fund administrators – we respect your process and corporate branding.
Working in a global industry, we understand the increasing challenges you face due to the never-ending changes of regulatory requirements and the fast-developing technology. In these times, it is vital to have a reliable business partner.
The Sustainable Finance Disclosure Regulation (SFDR) introduced new disclosure standards to the financial services industry. Whether your product categorises as ‘Article 8′ or Article 9’ product: Let us be your guide to produce the required SFDR documents. We typeset and translate SFDR documents.
ESG and sustainablity in finance are likely to become even bigger topics in the finance industry. Stay ready with us to face new regulatory requirements.
We understand the complexity of prospectus updates. That is why our semi-automated typesetting solution simplifies the prospectus production.
Your Prisma project manager coordinates the various stakeholders and translations. Our process ensures that all documents are translated, produced, reviewed, signed off and distributed in time.
We start by typesetting your documents such as you AGM notice, proxy and ballot sheet. In a next step, we translate and typeset the language versions. When all documents are ready, your dedicated project manger handles the print and mailing process.
Our translators work with a dedicated translation memory for your PRIIP KID translations. Tell us about your language requirements.
We thrive to be more than just a number or a face, but a qualified partner you can trust.
We work on articles of association, account opening forms and factsheets. Your Prisma project manager coordinates the entire lifecycle of each document.
We communicate with local offices, law firms and legal departments and you receive regular updates and a global overview on the current status, including timetables and reports.
The key to success is not only an excellent performance, but also a good marketing strategy. We manage your website projects and create customised solutions for your web presence.
A Prisma project manager will be at your side to create a powerful communication tool to bond with existing customers and create new business opportunities. Customised solutions can be developed on demand.
Get in touch with us
Whether you have questions, feedback, or need assistance, we’re here to help. Please fill out the form below, and our dedicated team will get back to you as soon as possible. Thank you for reaching out to Prisma.
