Experience fully automated Marketing Material Reviews

Trained and maintained by our team of specialist investment fund lawyers, our proprietary Marketing Material Review Tool (MMR-Tool), utilises Large Language Model capabilities to generate Marketing Material Reviews in minutes.

Our fully automated Marketing Material Review Tool enables you to upload your marketing materials, including factsheets, brochures, and fund commentary to be meticulously scrutinized against the relevant rules and regimes as well as other fund documents such as PRIIPs KID, summary prospectus and fund prospectuses to ensure consistency. The MMR-Tool undergoes timely re-training to ensure adherence to the latest legal and regulatory requirements.

The MMR-Tool is trained and maintained by our specialist lawyers on over 30 laws and regulations including but not limited to ESMA Guidelines on marketing communications under the Regulation on cross-border distribution of funds, FCA Conduct of Business Sourcebook (COBS), SEC Investment Adviser Marketing Final Rules, amending the Investment Advisers Act of 1940, Regulation (EU) 2019/1156 of the European Parliament and of the Council of 20 June 2019 on facilitating cross-border distribution of collective investment undertakings (“CBDR”) and Commission Delegated Regulation (EU) 2017/565 supplementing Directive 2014/65/EU (“MiFID II RTS”).

Key Features of the Marketing Material Review Tool include:

Advanced Language Processing: Leveraging advanced state of the art Large Language Models, our MMR tool analyses fund marketing materials with unparalleled efficiency and precision, identifying compliance risks and suggesting modifications – mirroring the traditional role of a lawyer.
Fund Prospectus & Summary Prospectus/ PRIIPs KID Comparison: Users can cross-compare marketing materials against PRIIPs KID and fund prospectuses, ensuring alignment in minutes.
Actionable Analysis and Feedback: Enjoy near instant feedback on marketing materials, allowing for swift and proactive adjustments to aid with compliance before dissemination. Automated email notifications are sent once the analysis review is completed. With detailed feedback and clear colour-coded compliance and non-compliance analysis for user-friendly readability.
Comprehensive Audit Trail: An in-built comprehensive audit trail meticulously records and timestamps every material’s iteration and feedback within the system, ensuring transparency and accountability.
Integration Capabilities: As part of Zeidler Swift’s proprietary digital platform, the tool seamlessly integrates into existing workflows and other products.

Book your demo today & experience Marketing Material Reviews in minutes!