Creating a plain language prospectus is more than just using “we” and “you” (although it’s always a good idea to do that).

It starts with keeping on top of new regulatory requirements and includes a strong understanding of financial products, minute attention to detail and the ability to translate complex terminology, concepts and language into something accessible – all of which we’re very good at.

We’ve worked with mutual fund, annuity and insurance companies in both Canada and the US to adopt plain language rules and create prospectuses that are user friendly and compliant.

We’ve done this for

AGF Group of Funds
BMO Mutual Funds
CI Funds
Ethical Funds
Fidelity Investments
NationsFunds
Northstar Funds
Pacific Life Insurance
Perigee Mutual Funds
RBC Funds
Scotia Mutual Funds
TIAA-CREF Mutual Funds
USC Education Savings Plans Inc.