Fund library for advisers

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US-based content manager RR Donnelley is launching a web-based library of UK fund documentation for ...

US-based content manager RR Donnelley is launching a web-based library of UK fund documentation for intermediaries in the late summer. E.Source, which will be free to intermediary users, will be accessible via fund supermarkets and IFA portals. It will include fund factsheets, managers' reports, accounts and key features documents. This information will be archived for seven years to meet compliance requirements. Richard Kohn, RR Donnelley's director of European marketing, said E.Source is already collating documentation on some 73% of onshore open-ended funds and hopes to have full mar...

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