The RightProspectus system tracks SEC filings to assure that only the most current, accurate prospectuses are delivered in a graphic rich format to mutual fund, variable annuity and retirement product providers. Add this service to your existing prospectus delivery program.
Key features
- Audit reports to allow clients to confirm that information has been delivered to the investor
- Tracking mechanisms for e-mail and traditional printed prospectuses
- Customer data management and consent collection
- Print suppression and web presentment
- E-mail campaign services and reporting
Key advantages
- Reduce costs: Reduces operational burden associated with in-house printing and managing the process of receiving and sending documents manually.
- All-in-one: Provides complete, up-to-date information that is delivered on time, every time with the RR Donnelley brand behind the entire process.
- Stay in compliance - Delivers via print and e-mail the most current prospectuses, with up-to-date tracking information on what has been sent, received, and opened
- Be more efficient - Easy-to-use pre-sale prospectus delivery and tracking system available in the marketplace for print and e-mail delivery.
Enhanced First Dollar Prospectus Delivery
RightProspectus brings new functionality, reliability and convenience to the existing compliance communications platform, building upon its unparalleled support of point-of-sale and post-sale prospectus delivery without adding cost and administrative burden.
First Dollar orders are generated through a daily data feed, and then analyzed to determine if the order should be digitally printed, picked from inventory, or electronically delivered to investors. This process eliminates the need to print, warehouse and fulfill large, unwieldy all-books.
Value-Added Communication Solution
RightProspectus is another example of the value-added communications solutions only RR Donnelley can provide, with our extensive industry expertise, 140-plus years of experience, and our enormous global footprint. RightProspectus takes the optimized production and delivery of prospectuses to a new level.
Peace of Mind
- By ensuring that we are delivering the most current fund prospectuses, RightProspectus let's you relax, knowing that your information needs are being met with accuracy and timeliness.
- RightProspectus eliminates regulatory noncompliance by always providing your investors with the most current prospectus.
Benefits of Compliance
- RightProspectus ensures the availability of the most up-to-date, fund family branded prospectuses when delivery is required. This mitigates your risk and increases the efficiency of delivering the right information on the right investment at the right time.
- By tracking the delivery of the most current prospectuses to your investors, we can provide documentation to support an audit and reduce the likelihood of fines or sanctions for non-compliance.
An Integrated Solution for Your Business
Boost Brand Identity: Variable annuity providers know all too well how difficult it is to maintain brand awareness when an annuity prospectus is distributed with multiple underlying fund prospectuses. Rather than kitting and mailing large, cumbersome "all-books," RightMix keeps your brand prominent by reducing the number of books to just those relevant to the investor's holdings and by producing a single book with your logo on the cover.
Flawless Execution: The best technology and most advanced printing capabilities in the industry aren't worth anything if the process isn't executed with the utmost dispatch and accuracy. That's why we speak with enormous pride about our unrivaled track record of producing and delivering over 35,000,000 fund documents in the last three years - accurately and on time every time - via our RightMix optimization process.
The Strength of RR Donnelley: With the introduction of RightProspectus, RR Donnelley continues the 140-year tradition of delivering critical information to investors. The unsurpassed scale of RR Donnelley gives us the ability to offer multifaceted production platforms that provide the most cost-efficient solutions available in the industry today. Our vast logistics network combined with the expertise we have gained as the largest commercial customer of the U.S. Postal Service enable us to take the greatest advantage of postal discount opportunities.
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