System and method for providing an investors document

Details System and method for providing an investors document System and method for providing an investors document

G - Physics

06

Q

G06Q 40/06 (2012.01) H04L 12/16 (2006.01)

Patent

CA 2465096

A system and method for the creation of a customized investor document for transmission to the investor. In the case of mutual fund purchases, the customized document includes only those of Part A, Part B, Part A notes, and amendments of the then current simplified prospectus required or desired to be provided. The system and method of the present invention also provide for ancillary documents to be provided together with required or desired documents in a single, customized investor document. The present invention is automated and can be used on demand to produce consolidated, personalized investor documents for a myriad of types of transactions.

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