Guides · Compliance
Publishing fund performance online without breaking the rules
A cross-regime guide to putting monthly numbers on the web with an audit trail.
This guide is being written. The outline below is what it will cover.
- Your site is regulated marketing material
- Single source of truth: publish only what the factsheet says
- Review, approval and audit trails
- Stale data as a compliance risk, not just a marketing one
See it working instead of reading about it.
Upload a factsheet and your funds render as live, compliant widgets in minutes.