fund fact sheets

Univeris Helps Quadrus Offer Greater Investor Transparency Through Fund Fact Sheets

Univeris announces Quadrus Investment Services, one of the largest mutual fund dealers in Canada, now delivers Fund Fact sheets to investors on its enterprise wealth management (EWMS) platform.

Delivering Fund Facts on the Univeris platform eliminates much of the uncertainty for advisors and fund issuers about when this key information is delivered to an investor by ensuring they get the right information about their investments at the right timewithout overwhelming them with unnecessary documents. In addition, the platform seamlessly integrates the delivery of Fund Fact Sheets and other disclosures into the system so the delivery is part of an existing purchase process. It also ensures that an end-to-end audit trail is available for every document delivered.

Lastly, the digital platform enables advisors and investors to select delivery options that work best for them, whether on paper, via email or posted to WebCONNECT, our secure client portal.

We are proud to support our clients and their advisors in building a superior experience for investors.