Method for creating and delivering customized compliance...

Details Method for creating and delivering customized compliance... Method for creating and delivering customized compliance...

G - Physics

06

Q

G06Q 10/00 (2006.01) G06Q 40/00 (2006.01)

Patent

CA 2521436

A method and system to create personalized investor information packages, based on investor information, to be delivered to the investor to satisfy both compliance regulations and investor preferences. The method and system may deliver information in a paper or electronic format.

L'invention concerne un procédé et un système permettant de créer des paquets d'informations d'investissement personnalisées sur la base d'informations d'investissement, lesquels paquets sont destinés à être remis à l'investisseur afin d'être conformes aux règlements de conformité et aux préférences de l'investisseur. Le procédé et le système selon l'invention distribuent les informations en format papier ou électronique.

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