Experience fully automated Marketing Material Reviews
Bringing the power of Large Language Models to Fund Compliance
Facilitates Compliance Support with UK Marketing Communication Rules, Including FCA Anti-Greenwashing Rule.
Trained and maintained by our team of specialist lawyers, our proprietary Marketing Material Review (MMR) tool, utilises Large Language Model capabilities to generate Marketing Material Reviews in minutes. Simply 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 and fund prospectuses to ensure consistency.
Marketing material reviews in minutes. Book your demo today!
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 with results in minutes for practical guidance on-demand and on the go.
Fund Prospectus & PRIIPs KID Comparison: Users can cross-compare marketing materials against PRIIPs KID and fund prospectuses, ensuring alignment in minutes.
UK Marketing Communication Rules & ESMA Guidelines: Covers ESMA Guidelines, MiFID II, CBDR, ESG and UK marketing communication rules including COBS 4 and FCA Anti-Greenwashing Rule. Enjoy near instant feedback on marketing materials, allowing for swift and proactive adjustments before dissemination.
Clear and Practical Guidance: 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, supporting transparency and accountability.
More jurisdictions & features in the pipeline: Our team of investment fund lawyers are continuously training and maintaining our MMR tool with SEC rules, EU gold-plating rules, language capabilities coming soon.
Integration Capabilities: As part of Zeidler Swift’s proprietary digital platform, the tool seamlessly integrates into existing workflows and other products.
See the Future of Fund Compliance in Action.