The Design and Distribution Obligations (DDO) regime introduces one of the most significant new disclosure obligations to financial products in years. The 30th September 2022 RG 97 TMD fees table deadline is rapidly approaching so don't wait until the last minute to get started.
The traditional approach to disclosure document production, using outdated tools and technology like track-changes, Microsoft Word, Mircosoft Excel spreadsheets and emails, is no longer viable for contemporary financial services organisations. The adoption of leading-edge automated technology presents an opportunity to re-engineer and streamline the authoring processes while mitigating risks.
Many organisations have already taken up the opportunity to re-think their disclosure process using Objective Keystone. These organisations have experienced exceptional results generating their disclosure documents.